Plan Snapshot
- Plan Sponsor: National Roofing Industry Pension Fund Wilson-Mcshane Corporation
- Sponsor EIN: 366157071
- Sponsor Address: 3001 METRO DRIVE, BLOOMINGTON, MN, 55425
- Plan Type: DB
- Total Participants: 14,618
- Total Assets: $2.1B
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 | 14,618 | $2.1B | $61.0M | $0 |
| 2023 | 13,208 | $2.0B | $57.3M | $0 |
| 2022 | 13,093 | $1.8B | $48.6M | $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 |
|---|---|---|---|---|
| WILSON MCSHANE | Other Service Provider | $1,695,300 | $23,283 | $1,718,583 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $1,007,402 | — | $1,007,402 |
| ULLICO INVESTMENT ADVISORS | Other Service Provider | $858,704 | — | $858,704 |
| UNION LABOR LIFE INSURANCE COMPANY | Recordkeeper | $758,981 | — | $758,981 |
| THE BOSTON COMPANY | Other Service Provider | $550,638 | — | $550,638 |
| LSV ASSET MANAGEMENT | Other Service Provider | $540,984 | — | $540,984 |
| CASTLEARK MANAGEMENT, LLC | Other Service Provider | $450,908 | — | $450,908 |
| HORIZON ACTUARIAL SERVICES | Other Service Provider | $385,808 | $7,760 | $393,568 |
| SCOUT INVESTMENTS | Other Service Provider | $309,323 | — | $309,323 |
| BLACKROCK INSTITUTIONAL TRUST | Other Service Provider | $260,809 | — | $260,809 |
| LEGACY PROFESSIONALS LLP | Auditor | $220,197 | $9,416 | $229,613 |
| CALLAN LLC | Other Service Provider | $156,877 | $7,760 | $164,637 |
| MARCO, MCGUIRE & ARREOLA | Other Service Provider | $107,655 | $7,760 | $115,415 |
| M&T BANK | Recordkeeper | $91,943 | — | $91,943 |
| KIRKLAND & ELLIS LLP | ERISA Attorney | $65,695 | $7,760 | $73,455 |
| JOHNSON & KROL, LLC | Other Service Provider | $70,442 | — | $70,442 |
| LAW OFFICES OF ROBERT BOHRER | Other Service Provider | $62,212 | $6,105 | $68,317 |
| YOUNG LAW OFFICE | Other Service Provider | $63,400 | — | $63,400 |
| HARTNETT, REYES-JONES, LLC | Other Service Provider | $55,087 | — | $55,087 |
| ROMOLO & ASSOCIATES | Other Service Provider | $39,195 | — | $39,195 |
| WITHUM SMITHBROWN | Auditor | $24,973 | — | $24,973 |
| KINSEY ROBINSON | Custodian / Trustee | — | $7,761 | $7,761 |
| CHRIS CRONIN | Custodian / Trustee | — | $7,761 | $7,761 |
| DAN O'DONNELL | Custodian / Trustee | — | $6,105 | $6,105 |
| ROBERT DALSIN | Custodian / Trustee | — | $5,821 | $5,821 |
| FRANK LAWSON | Custodian / Trustee | — | $5,821 | $5,821 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UNION LABOR LIFE INSURANCE COMPANY — Recordkeeper
- LEGACY PROFESSIONALS LLP — Auditor
- M&T BANK — Recordkeeper
- KIRKLAND & ELLIS LLP — ERISA Attorney
- WITHUM SMITHBROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,879,646
- Estimated Expense Ratio: 0.370% 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 | $9,394,540 | $4,928,478 | $1,695,300 | $119,381 | — |
| 2023 | $8,419,986 | $4,230,420 | $1,545,858 | $119,270 | — |
| 2022 | $10,186,642 | $6,312,536 | $1,353,631 | — | $1,170,651 |