# Board Of Trustees- Roofers Local No. 9 Supplemental Retirement Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-roofers-local-no-9-supplemental-retirement-plan-plan

> Board Of Trustees- Roofers Local No. 9 Supplemental Retirement Plan's DC plan: 298 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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