Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Of Roofers Vacation Benefit Trust Plan
- Sponsor EIN: 382779799
- Sponsor Address: 1451 OLD PINCKNEY ROAD, HOWELL, MI, 48843
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 327
- Total Assets: $574,088
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 | 327 | $574,088 | $2.2M | $0 |
| 2023 | 337 | $471,229 | $2.3M | $0 |
| 2022 | 310 | $439,347 | $2.0M | $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 |
|---|---|---|---|---|
| BULTYNCK & CO., PLLC | Other Service Provider | $5,050 | — | $5,050 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,050
- Estimated Expense Ratio: 0.880% 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 | $22,471 | — | $4,320 | $5,050 | — |
| 2023 | $17,292 | — | $4,031 | $4,500 | — |
| 2022 | $12,217 | — | $2,400 | — | $9,627 |