Plan Snapshot
- Plan Sponsor: Board Of Trustees, Roofers Local No. 74/No. 203 Pension Fund
- Sponsor EIN: 166062398
- Sponsor Address: 2800 CLINTON STREET, WEST SENECA, NY, 14224
- Plan Type: DB
- Total Participants: 357
- Total Assets: $71.4M
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 | 357 | $71.4M | $0 | $0 |
| 2023 | 393 | $66.0M | $0 | $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 |
|---|---|---|---|---|
| ARCARA LENDA EUSANIO & STACEY CPAS | Auditor | $29,122 | — | $29,122 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,122
- Estimated Expense Ratio: 0.041% 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 | $564,420 | $302,872 | — | $29,122 | — |
| 2023 | $563,931 | $289,374 | — | — | $106,342 |