# Joint Board Of Trustees Roofers Union Local 30 Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-roofers-union-local-30-232258631-501

> Joint Board Of Trustees Roofers Union Local 30's Health & Welfare plan: 632 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 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](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — 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|

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