Roofers Local No.9 Supplemental Retirement Plan
Sponsored by Board Of Trustees Roofers Local No. 9 Supplemental Retirement Plan · EIN 061384898 · Plan #002
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 298
- With balances
- 327
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Brescias Printing Service | Contract administrator, Recordkeeping, Direct payment from the plan | $58,732 |
| Onedigital Investment Advisors | Investment management, Recordkeeping, Direct payment from the plan | $29,547 |
| Empower Annuity Insurance Company | Recordkeeping fees, Direct payment from the plan | $10,287 |
| Reid & Riege, P.C. | Legal, Direct payment from the plan | $9,226 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $9,166 |
| Freshtech | Other services, Direct payment from the plan | $6,494 |
| Cake Development Corporation | Other services, Direct payment from the plan | $5,676 |