# Joint Board Of Trustees Roofers Union Local 30 Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-roofers-union-local-30-232258631-502

> Joint Board Of Trustees Roofers Union Local 30's Health & Welfare plan: 267 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:** 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](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:** $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|

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