# Board Of Trustees Of The Roofers & Waterproofers Local 37 Annuity Fun DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-roofers-waterproofers-local-37-annuity-fun-plan

> Board Of Trustees Of The Roofers & Waterproofers Local 37 Annuity Fun's DC plan: 298 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Roofers & Waterproofers Local 37 Annuity Fun

- **Sponsor EIN:** 256145217

- **Sponsor Address:** 603 STANWIX STREET SUITE 1500, PITTSBURGH, PA, 15222

- **Plan Type:** DC

- **Total Participants:** 298

- **Total Assets:** $18.2M

## 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|298|$18.2M|$770,950|$0|

| 2023|289|$17.1M|$620,332|$0|

| 2022|285|$15.3M|$639,649|$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|

| CYPHER & CYPHER|Auditor|$7,804|—|$7,804|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,804

- **Estimated Expense Ratio:** 0.043% 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|$119,664|$21,000|$56,400|$7,804|—|

| 2023|$122,485|$21,000|$52,400|$12,131|—|

| 2022|$112,505|$21,581|$45,954|—|$26,463|

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