# Roofers Local No. 88 Pension Fund Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/roofers-local-no-88-pension-fund-board-of-trustees-346615264-001

> Roofers Local No. 88 Pension Fund Board Of Trustees's DB plan: 115 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 No. 88 Pension Fund Board Of Trustees

- **Sponsor EIN:** 346615264

- **Sponsor Address:** 625 ENTERPRISE DRIVE, OAK BROOK, IL, 60523

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 115

- **Total Assets:** $24.2M

## 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|115|$24.2M|$1.1M|$0|

| 2023|124|$24.9M|$1.1M|$0|

| 2022|134|$24.8M|$1.2M|$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|

| MORGAN STANLEY|Custodian / Trustee|$132,822|—|$132,822|

| BENEFITS MANAGEMENT GROUP, INC.|Recordkeeper|$56,412|—|$56,412|

| UNITED ACTUARIAL SERVICES, INC.|Actuary|$42,913|—|$42,913|

| MACALA & PIATT, LLC.|ERISA Attorney|$22,648|—|$22,648|

| YURCHYK & DAVIS CPA'S INC.|Auditor|$21,300|—|$21,300|

| AMALGOMATED BANK OF CHICAGO|Custodian / Trustee|$7,165|—|$7,165|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $283,260

- **Estimated Expense Ratio:** 1.170% 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|$328,633|—|$56,412|$18,900|—|

| 2023|$300,273|—|$50,400|$18,900|—|

| 2022|$293,838|$131,615|$54,500|—|$60,492|

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