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: 502
- Total Participants: 267
- Total Assets: $125,881
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 | 267 | $125,881 | $928,587 | $909,854 |
| 2023 | 268 | $154,895 | $1.3M | $888,183 |
| 2022 | 237 | $89,162 | $1.2M | $935,298 |
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 |
|---|---|---|---|---|
| MSPC | Auditor | $12,500 | — | $12,500 |
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: $12,500
- Estimated Expense Ratio: 9.930% 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 | $12,580 | — | — | $12,500 | — |
| 2023 | $7,568 | — | — | $7,500 | — |
| 2022 | $7,505 | — | — | — | $7,500 |