Roofers Local No. 9 Pension Plan
Sponsored by Board Of Trustees Roofers Local No. 9 Pension Fund · EIN 066061612 · Plan #001
- Total assets
- $73.6M
- Net assets
- $73.6M
- Active participants
- 182
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Columbia Management Investment Advisers, Llc CRD 108257 | fuzzy_auto · 98% | 2024 |
| Wright Investors Service Inc CRD 106302 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Columbia Management Investment Advi | Investment management, Investment management fees (direct), Soft dollars commissions | $126,736 |
| Wright Investors | Investment management, Direct payment from the plan | $104,705 |
| The Segal Company | Actuarial, Direct payment from the plan | $56,716 |
| Brescia Printing Services | Contract administrator, Direct payment from the plan | $53,392 |
| Webster Bank | Custodial (other), Custodial (securities), Direct payment from the plan | $39,018 |
| Agilis Partners, Llc | Investment management, Investment management fees (direct) | $30,667 |
| Reid & Reige, P.C. | Legal, Direct payment from the plan | $25,808 |
| Novak Francella Llc | Accounting, Direct payment from the plan | $14,367 |
| Amalgamated Employee Benefits Admin | Recordkeeping, Direct payment from the plan | $6,521 |