Plan Snapshot
- Plan Sponsor: Board Of Trustees- Roofers Local No. 9 Supplemental Retirement Plan
- Sponsor EIN: 061384898
- Sponsor Address: 66 CONNECTICUT BLVD, EAST HARTFORD, CT, 061083013
- Plan Type: DC
- Total Participants: 298
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 298 | $12.3M | $830,876 | $0 |
| 2023 | 308 | $11.4M | $752,641 | $0 |
| 2022 | 298 | $10.0M | $672,672 | $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 | $9,012 | — | $9,012 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,012
- Estimated Expense Ratio: 0.074% 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 | $141,647 | $29,547 | $69,019 | $9,012 | — |
| 2023 | $137,225 | $25,541 | $65,042 | $8,300 | — |
| 2022 | $189,842 | $42,104 | $100,956 | — | $35,033 |