# Joint Board Of Trustees Roofers Union Local 30 DC Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-roofers-union-local-30-plan-001

> Joint Board Of Trustees Roofers Union Local 30's DC plan: 1,985 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:** 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|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS &|Auditor|$21,616|—|$21,616|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MSPC CERTIFIED PUBLIC ACCOUNTANTS &](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:** $21,616

- **Estimated Expense Ratio:** 0.019% 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|

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