# Board Of Trustees- Roofers Local No. 9 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-roofers-local-no-9-pension-fund-plan

> Board Of Trustees- Roofers Local No. 9 Pension Fund's DB plan: 182 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees- Roofers Local No. 9 Pension Fund

- **Sponsor EIN:** 066061612

- **Sponsor Address:** 66 CONNECTICUT BLVD, EAST HARTFORD, CT, 061083013

- **Plan Type:** DB

- **Total Participants:** 182

- **Total Assets:** $73.6M

## 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|182|$73.6M|$2.2M|$0|

| 2023|188|$68.5M|$1.9M|$0|

| 2022|188|$62.9M|$1.7M|$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|

| NOVAK FRANCELLA, LLC|Auditor|$13,200|—|$13,200|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,200

- **Estimated Expense Ratio:** 0.018% 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|$520,302|$270,459|$59,913|$13,200|—|

| 2023|$619,780|$238,955|$146,869|$12,700|—|

| 2022|$581,036|$300,836|$129,971|—|$107,460|

## Similar Plans

- [The Berlin Steel Construction Company](https://planprovider.pro/companies/the-berlin-steel-contruction-company-401k-plan) — 178 participants

- [Board Of Trustees- Roofers Local No. 9 Supplemental Retirement Plan](https://planprovider.pro/companies/board-of-trustees-roofers-local-no-9-supplemental-retirement-plan-plan) — 298 participants

- [Cleanup Restore Rebuild, INC.](https://planprovider.pro/companies/cleanup-restore-rebuild-inc-plan) — 4 participants

- [Sunset Hill Partners, INC.](https://planprovider.pro/companies/sunset-hill-partners-inc-401k-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-roofers-local-no-9-pension-fund-plan)

© 2026 PlanProvider.Pro