# Bot Roofers Union Local 221 Annuity Plan DC Plan
Source: https://planprovider.pro/companies/bot-roofers-union-local-221-annuity-plan-plan

> Bot Roofers Union Local 221 Annuity Plan's DC plan: 189 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bot Roofers Union Local 221 Annuity Plan

- **Sponsor EIN:** 990174607

- **Sponsor Address:** 200 N. VINEYARD BLVD., SUITE 100, HONOLULU, HI, 968173938

- **Plan Type:** DC

- **Total Participants:** 189

- **Total Assets:** $19.4M

## 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|189|$19.4M|$1.0M|$0|

| 2023|188|$17.3M|$938,267|$0|

| 2022|189|$16.2M|$1.0M|$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|

| JAMES P HASSELMAN CPA LLC|Auditor|$17,141|—|$17,141|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,141

- **Estimated Expense Ratio:** 0.088% 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|$176,893|$75,246|$52,277|$17,141|—|

| 2023|$171,988|$72,596|$50,124|$16,806|—|

| 2022|$167,501|$69,758|$49,141|—|$36,018|

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