Plan Snapshot
- Plan Sponsor: Roofers Local No 20 Pension Plan
- Sponsor EIN: 436142370
- Sponsor Address: 6321 BLUE RIDGE BLVD, RAYTOWN, MO, 641334809
- Plan Type: DB
- Plan Number: 002
- Total Participants: 540
- Total Assets: $110.5M
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 | 540 | $110.5M | $4.4M | $0 |
| 2023 | 540 | $104.9M | $0 | $4.1M |
| 2022 | 504 | $96.2M | $4.4M | $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 |
|---|---|---|---|---|
| BANK OF LABOR | Custodian / Trustee | $103,575 | — | $103,575 |
| MORGAN STANLEY SMITH BARNEY | Investment Advisor | $100,226 | — | $100,226 |
| FIDUCIARY MANAGEMENT | Investment Advisor | $94,802 | — | $94,802 |
| HARDING LOEVNER | Investment Advisor | $74,229 | — | $74,229 |
| ARISTOTLE | Investment Advisor | $57,418 | — | $57,418 |
| LONGFELLOW MANAGEMENT | Investment Advisor | $57,339 | — | $57,339 |
| FINANCIAL COUNSELORS INC | Investment Advisor | $47,929 | — | $47,929 |
| ARCHER INVESTMENT MANAGEMENT | Investment Advisor | $40,222 | — | $40,222 |
| HORIZON ACTUARIAL LLC | Actuary | $32,357 | — | $32,357 |
| ACCOUNTING SOLUTIONS | Auditor | $20,500 | — | $20,500 |
| BLAKE & UHLIG | ERISA Attorney | $17,203 | — | $17,203 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARDING LOEVNER — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $645,800
- Estimated Expense Ratio: 0.585% 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 | $895,699 | $472,166 | — | $20,500 | — |
| 2023 | $889,157 | $426,786 | — | $20,500 | — |
| 2022 | $851,597 | $391,721 | — | — | $253,546 |