# Board Of Trustees Roofers Local No. 75 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-roofers-local-no-75-pension-fund-plan

> Board Of Trustees Roofers Local No. 75 Pension Fund's DB plan: 66 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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

- **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.|

| 2025|66|$14.7M|$0|$0|

| 2024|63|$7.9M|$0|$0|

| 2023|67|$7.7M|$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|

| DGPERRY, PLLC|Auditor|$19,936|—|$19,936|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DGPERRY, PLLC](https://planprovider.pro/provider/dgperry-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,936

- **Estimated Expense Ratio:** 0.136% 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|

| 2025|$190,808|$37,688|$26,999|$19,936|—|

| 2024|$172,909|$31,809|$26,999|$20,571|—|

| 2023|$214,348|$38,459|$26,193|—|$118,351|

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