Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Roofers Local Union 30
- Sponsor EIN: 236289069
- Sponsor Address: P.O. BOX 4600, TROY, MI, 48099
- Plan Type: DB
- Total Participants: 787
- Total Assets: $171.3M
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 | 787 | $171.3M | $13.7M | $0 |
| 2023 | 759 | $156.9M | $13.4M | $0 |
| 2022 | 769 | $141.9M | $12.4M | $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 |
|---|---|---|---|---|
| BENESYS | NONE | $238,320 | — | $238,320 |
| PATRIOT FINANCIAL MANAGER, LP | NONE | $195,651 | — | $195,651 |
| CHARTWELL INVESTMENT PARTNERS | NONE | $145,961 | — | $145,961 |
| HORIZON ACTUARIAL SERVICES | NONE | $107,413 | — | $107,413 |
| PFM ASSET MANAGEMENT | NONE | $96,250 | — | $96,250 |
| ATALANTA SOSNOFF | NONE | $80,062 | — | $80,062 |
| PRISA | NONE | $60,601 | — | $60,601 |
| PNC INSTITUTIONAL INVESTMENTS | NONE | $32,729 | — | $32,729 |
| MSPC | NONE | $29,790 | — | $29,790 |
| SUSANIN, WIDMAN & BRENNAN | NONE | $28,257 | — | $28,257 |
| XPAN LAW PARTNER | NONE | $17,613 | — | $17,613 |
| CLEARY, JOSEM & TRIGIANI LLP | NONE | $16,834 | — | $16,834 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MSPC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,049,481
- Estimated Expense Ratio: 0.613% 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 | $1,263,851 | $578,525 | $238,320 | $29,790 | — |
| 2023 | $1,020,485 | $383,266 | $238,320 | $22,366 | — |
| 2022 | $980,504 | $353,343 | $240,833 | — | $209,591 |