Plan Snapshot
- Plan Sponsor: Roofers Local Union #210
- Sponsor EIN: 256390935
- Sponsor Address: 7454 EDINBORO ROAD, ERIE, PA, 16509
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 111
- Total Assets: $2.0M
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 | 111 | $2.0M | $1.8M | $47,774 |
| 2023 | 98 | $1.7M | $1.8M | $37,386 |
| 2022 | 82 | $1.8M | $1.7M | $41,822 |
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 |
|---|---|---|---|---|
| HIGHMARK | Other Service Provider | $96,971 | — | $96,971 |
| HEBERLEIN & FALK,P.C. | Auditor | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HEBERLEIN & FALK,P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $105,971
- Estimated Expense Ratio: 5.425% 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 | $130,378 | — | $96,972 | $9,000 | — |
| 2023 | $131,322 | — | $106,929 | $8,650 | — |
| 2022 | $646,512 | — | $619,138 | — | $25,470 |