Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Roofers Union Local 30
- Sponsor EIN: 232258631
- Sponsor Address: P.O. BOX 4600, TROY, MI, 48099
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 632
- Total Assets: $31.5M
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 | 632 | $31.5M | $16.4M | $14,854 |
| 2023 | 644 | $25.6M | $15.3M | $34,019 |
| 2022 | 645 | $22.5M | $14.1M | $23,949 |
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 | Other Service Provider | $199,503 | — | $199,503 |
| SEGAL & COMPANY | Other Service Provider | $44,150 | — | $44,150 |
| MSPC | Auditor | $30,947 | — | $30,947 |
| SUSANIN, WIDMAN & BRENNAN P.C. | Other Service Provider | $17,915 | — | $17,915 |
| CLEARY, JOSEM & TRIGIANI LLP | Other Service Provider | $17,098 | — | $17,098 |
| SIERRA INVESTMENT PARTNERS | Other Service Provider | $6,632 | — | $6,632 |
| PFM ADVISORS | Other Service Provider | $6,438 | — | $6,438 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MSPC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $322,683
- Estimated Expense Ratio: 1.026% 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 | $433,306 | $8,895 | $199,503 | $30,947 | — |
| 2023 | $517,561 | $17,957 | $199,932 | $23,403 | — |
| 2022 | $429,180 | $21,970 | $215,379 | — | $111,198 |