# Roofers Local 195 Pension Fund DB Plan
Source: https://planprovider.pro/companies/roofers-local-195-pension-fund-166158018-001

> Roofers Local 195 Pension Fund's DB plan: 233 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 195 Pension Fund

- **Sponsor EIN:** 166158018

- **Sponsor Address:** 7706 MALTLAGE DRIVE, LIVERPOOL, NY, 13090

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 233

- **Total Assets:** $295,955

## 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|233|$295,955|$478,693|$0|

| 2023|241|$230,346|$502,858|$0|

| 2022|243|$260,759|$553,940|$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|

| BONADIO & CO., LLP|Auditor|$17,765|—|$17,765|

| O'SULLIVAN ASSOCIATES|Other Service Provider|$9,098|—|$9,098|

### Verified Provider Profiles

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

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,863

- **Estimated Expense Ratio:** 9.077% 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|$192,096|—|—|$17,765|—|

| 2023|$189,122|—|—|$16,700|—|

| 2022|$212,552|—|—|—|$31,162|

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