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
- 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. |
|---|---|---|---|---|
| 2025 | 1,016 | $7.4M | $0 | $0 |
| 2024 | 1,044 | $5.3M | $0 | $0 |
| 2023 | 1,070 | $3.0M | $0 | $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 |
|---|---|---|---|---|
| WESLEY, HADDAD & COMPANY LLC | Auditor | $5,200 | — | $5,200 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,200
- Estimated Expense Ratio: 0.070% 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 |
|---|---|---|---|---|---|
| 2025 | $102,254 | $37,912 | $48,000 | $5,200 | — |
| 2024 | $93,696 | $28,688 | $48,000 | $5,000 | — |
| 2023 | $73,934 | $15,274 | $25,538 | — | $22,915 |