Roofers Local No. 54 Supplemental Benefit Plan
Sponsored by Bot Roofers Loc. No 54 Supplemental Benefit Plan · EIN 911727270 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.1M
- Active participants
- 258
- With balances
- 902
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 |
|---|---|---|
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Highland Capital Advisors, Llc CRD 139780 | 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 | $52,885 |
| Washington Capital Management Inc | Investment management, Direct payment from the plan | $27,057 |
| Highland Capital Advisors Llc | Investment advisory (plan), Direct payment from the plan | $10,000 |
| Clark, Raymond & Company, Pllc | Accounting, Direct payment from the plan | $8,634 |
| Law Office Of Richard A. Ekman, P.S | Legal, Direct payment from the plan | $6,000 |