Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Roofers Pension Fund
- Sponsor EIN: 366485998
- Sponsor Address: 2021 SWIFT DRIVE, OAK BROOK, IL, 60523
- Plan Type: DB
- Total Participants: 2,046
- Total Assets: $529.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,046 | $529.5M | $24.1M | $0 |
| 2023 | 2,071 | $501.0M | $24.5M | $0 |
| 2022 | 2,046 | $460.9M | $23.2M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $38,685 | — | $38,685 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,685
- Estimated Expense Ratio: 0.007% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,341,691 | $1,382,743 | $279,799 | $38,685 | — |
| 2023 | $2,498,634 | $1,546,315 | $273,145 | $35,371 | — |
| 2022 | $2,433,878 | $1,679,339 | $258,685 | — | $286,781 |