Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Roofers Union Local 30
- Sponsor EIN: 232567112
- Sponsor Address: P.O. BOX 4600, TROY, MI, 48099
- Plan Type: DC
- Total Participants: 1,985
- Total Assets: $111.9M
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 | 1,985 | $111.9M | $8.6M | $0 |
| 2023 | 2,045 | $106.2M | $8.1M | $0 |
| 2022 | 2,061 | $95.3M | $7.3M | $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 | Other Service Provider | $79,440 | — | $79,440 |
| PFM ADVISORS | Other Service Provider | $70,000 | — | $70,000 |
| CHARTWELL INVESTMENT | Other Service Provider | $36,000 | — | $36,000 |
| MSPC | Auditor | $21,616 | — | $21,616 |
| PNC INSTITUTIONAL INVESTMENTS | Other Service Provider | $15,995 | — | $15,995 |
| OLD GLORY | Other Service Provider | $13,953 | — | $13,953 |
| SUSANIN WIDMAN & BRENNAN, PC | Other Service Provider | $11,260 | — | $11,260 |
| CLEARY, JOSEM & TRIGIANI LLP | Other Service Provider | $5,500 | — | $5,500 |
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: $253,764
- Estimated Expense Ratio: 0.227% 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 | $313,261 | $118,852 | $79,440 | $21,616 | — |
| 2023 | $298,627 | $114,415 | $79,490 | $15,194 | — |
| 2022 | $319,166 | $124,902 | $79,963 | — | $40,290 |