Roofers Local 153 Supplemental Benefit Plan
Sponsored by Bot Roofers Loc. 153 Supplemental Benefit Plan · EIN 911222649 · Plan #001
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 326
- With balances
- 816
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Hill Trust Company | Contract administrator, Direct payment from the plan | $53,518 |
| Merrill Lynch Pierce Fenner & Smith | Custodial (securities), Investment management | $52,585 |
| Washington Capital Management Inc | Investment management, Direct payment from the plan, Investment management fees (direct) | $30,238 |
| Law Office Of Richard A. Ekman, P.S | Legal, Direct payment from the plan | $6,000 |
| Clark, Raymond & Company | Accounting, Direct payment from the plan | $5,950 |