United Union Of Roofers Local 8 Pension Fund
Sponsored by United Union Of Roofers Local 8 Pension Fund Board Of Trustees · EIN 116003399 · Plan #006
- Total assets
- $120M
- Net assets
- $118M
- Active participants
- 1,195
- 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 |
|---|---|---|
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 96% | 2024 |
| Western Asset Management Company, Llc CRD 110441 | deterministic · 100% | 2024 |
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boyd Watterson Asset Management | Investment management, Investment management fees (direct) | $91,165 |
| Zenith American Solutions | Contract administrator, Direct payment from the plan | $85,014 |
| Segal Company | Actuarial, Investment management fees (direct) | $63,355 |
| Prudential | Investment management, Investment management fees (direct) | $57,060 |
| Mspc Certified Public Accountants | Accounting, Direct payment from the plan | $48,116 |
| Marshall & Moss Admin Services | Contract administrator, Investment management fees (direct) | $40,967 |
| Foundry Partners Llc | Investment management, Investment management fees (direct) | $34,978 |
| Old Glory | Investment management, Investment management fees (direct) | $34,840 |
| Quan Vest Consultants | Investment management, Investment management fees (direct) | $32,772 |
| Union Labor Life Insurance Company | Investment management, Investment management fees (direct) | $31,476 |
| Western Asset Management Company | Investment management, Investment management fees (direct) | $21,928 |
| William Rothberg, Esq. | Legal, Direct payment from the plan | $17,221 |
| Barnes, Iaccarino & Shepherd, Llp | Legal, Direct payment from the plan | $13,291 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct) | $6,569 |