# National Roofing Industry Pension Fund Wilson-Mcshane Corporation DB Plan
Source: https://planprovider.pro/companies/national-roofing-industry-pension-fund-wilson-mcshane-corporation-plan

> National Roofing Industry Pension Fund Wilson-Mcshane Corporation's DB plan: 14,618 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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|NONE|$1,695,300|$23,283|$1,718,583|

| STATE STREET GLOBAL ADVISORS|NONE|$1,007,402|—|$1,007,402|

| ULLICO INVESTMENT ADVISORS|NONE|$858,704|—|$858,704|

| UNION LABOR LIFE INSURANCE COMPANY|NONE|$758,981|—|$758,981|

| THE BOSTON COMPANY|NONE|$550,638|—|$550,638|

| LSV ASSET MANAGEMENT|NONE|$540,984|—|$540,984|

| CASTLEARK MANAGEMENT, LLC|NONE|$450,908|—|$450,908|

| HORIZON ACTUARIAL SERVICES|NONE|$385,808|$7,760|$393,568|

| SCOUT INVESTMENTS|NONE|$309,323|—|$309,323|

| BLACKROCK INSTITUTIONAL TRUST|NONE|$260,809|—|$260,809|

| LEGACY PROFESSIONALS LLP|NONE|$220,197|$9,416|$229,613|

| CALLAN LLC|NONE|$156,877|$7,760|$164,637|

| MARCO, MCGUIRE & ARREOLA|NONE|$107,655|$7,760|$115,415|

| M&T BANK|NONE|$91,943|—|$91,943|

| KIRKLAND & ELLIS LLP|NONE|$65,695|$7,760|$73,455|

| JOHNSON & KROL, LLC|NONE|$70,442|—|$70,442|

| LAW OFFICES OF ROBERT BOHRER|NONE|$62,212|$6,105|$68,317|

| YOUNG LAW OFFICE|NONE|$63,400|—|$63,400|

| HARTNETT, REYES-JONES, LLC|NONE|$55,087|—|$55,087|

| ROMOLO & ASSOCIATES|NONE|$39,195|—|$39,195|

| WITHUM SMITHBROWN|NONE|$24,973|—|$24,973|

| KINSEY ROBINSON|TRUSTEE|—|$7,761|$7,761|

| CHRIS CRONIN|TRUSTEE|—|$7,761|$7,761|

| DAN O'DONNELL|TRUSTEE|—|$6,105|$6,105|

| ROBERT DALSIN|TRUSTEE|—|$5,821|$5,821|

| FRANK LAWSON|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](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

- [M&T BANK](https://planprovider.pro/provider/trustage) — NONE

- [KIRKLAND & ELLIS LLP](https://planprovider.pro/provider/kirkland-and-ellis-llp) — NONE

- [WITHUM SMITHBROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

## 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|

## Similar Plans

- [Board Of Trustees Of Minnesota Laborers Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-minnesota-laborers-pension-fund-plan) — 10,758 participants

- [Boilermakers Lodge 154 Retirement Plan](https://planprovider.pro/companies/boilermakers-lodge-154-retirement-plan-plan) — 6,766 participants

- [Sfp Holding, INC.](https://planprovider.pro/companies/sfp-holding-inc-401k-plan) — 4,494 participants

- [Trustees Of Sheet Metal Local 10 Supplemental Retirement Fund](https://planprovider.pro/companies/trustees-of-sheet-metal-local-10-supplemental-retirement-fund-plan) — 4,308 participants

- [Api Group, INC.](https://planprovider.pro/companies/api-group-inc-plan-002) — 3,378 participants

- [Trustees Of Sheet Metal Workers' Local 10 Pension Fund](https://planprovider.pro/companies/trustees-of-sheet-metal-workers-local-10-pension-fund-plan) — 2,561 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/national-roofing-industry-pension-fund-wilson-mcshane-corporation-plan)

© 2026 PlanProvider.Pro