# Roofers Local 149 Dc Pension Plan DC Plan
Source: https://planprovider.pro/companies/roofers-local-149-dc-pension-plan-863826499-002

> Roofers Local 149 Dc Pension Plan's DC plan: 1,016 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roofers Local 149 Dc Pension Plan

- **Sponsor EIN:** 863826499

- **Sponsor Address:** 700 TOWER DRIVE SUITE 300, TROY, MI, 480982808

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 1,016

- **Total Assets:** $7.4M

## 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|1,016|$7.4M|$1.9M|$0|

| 2023|1,044|$5.3M|$2.1M|$0|

| 2022|1,070|$3.0M|$1.8M|$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, INC|Other Service Provider|$48,135|—|$48,135|

| MORGAN STANLEY|Investment Advisor|$24,665|—|$24,665|

| ASHER KELLY|Other Service Provider|$7,687|—|$7,687|

| WRUBEL, WESLEY & CO CPAS|Other Service Provider|$5,200|—|$5,200|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $85,687

- **Estimated Expense Ratio:** 1.155% 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|$102,254|$37,912|$48,000|$5,200|—|

| 2023|$93,696|$28,688|$48,000|$5,000|—|

| 2022|$73,934|$15,274|$25,538|—|$22,915|

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