AUMdb

Composition Roofers #4 Annuity Fund

Sponsored by Composition Roofers Local #4 Annuity Fund · EIN 222405101 · Plan #001

Total assets
$21.2M
Net assets
$21.2M
Active participants
140
With balances
266

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mariner Institutional, Llc CRD 111964 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Prudential Investment management, Investment management fees (direct) $46,529
I.E. Shaffer Claims processing, Recordkeeping, Direct payment from the plan $27,251
Mspc Accounting, Direct payment from the plan $26,170
Cohen, Leder, Montalbano & Grossman Direct payment from the plan, Legal $10,748
Mariner Institutional, Llc Investment management, Investment management fees (direct) $6,975
Empower Annuity Insurance Company Recordkeeping, Investment management fees (direct) $0