# Joint Board Of Trustees Roofers Local Union 30 DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-roofers-local-union-30-plan

> Joint Board Of Trustees Roofers Local Union 30's DB plan: 787 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — 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|

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