Plan Snapshot
- Plan Sponsor: Board Of Trustees Roofers Local No. 75 Pension Fund
- Sponsor EIN: 311010072
- Sponsor Address: 7440 WOODLAND DRIVE, INDIANAPOLIS, IN, 46278
- Plan Type: DB
- Plan Number: 001
- Total Participants: 66
- Total Assets: $14.7M
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 | 66 | $14.7M | $659,819 | $0 |
| 2023 | 63 | $7.9M | $708,452 | $0 |
| 2022 | 67 | $7.7M | $678,080 | $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 |
|---|---|---|---|---|
| STRATEGIC CAPITAL INVESTMENT ADV | Other Service Provider | $37,688 | — | $37,688 |
| LEDBETTER PARTNERS LLC | Other Service Provider | $33,804 | — | $33,804 |
| UMR | Other Service Provider | $26,999 | — | $26,999 |
| CUNI, RUST & STRENK | Other Service Provider | $25,750 | — | $25,750 |
| DGPERRY,PLLC | Auditor | $19,936 | — | $19,936 |
| SEGAL SELECT INSURANCE | Other Service Provider | $16,523 | — | $16,523 |
| FIFTH THIRD BANK | Other Service Provider | $11,306 | — | $11,306 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DGPERRY,PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $172,006
- Estimated Expense Ratio: 1.173% 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 | $190,808 | $37,688 | $26,999 | $19,936 | — |
| 2023 | $172,909 | $31,809 | $26,999 | $20,571 | — |
| 2022 | $214,348 | $38,459 | $26,193 | — | $118,351 |