Plan Snapshot
- Plan Sponsor: Roofers Local Union #210 Board Of Trustees
- Sponsor EIN: 166108444
- Sponsor Address: 7454 EDINBORO RD, ERIE, PA, 16509
- Plan Type: DC
- Total Participants: 235
- Total Assets: $10.6M
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 | 235 | $10.6M | $0 | $0 |
| 2024 | 190 | $10.1M | $0 | $0 |
| 2023 | 190 | $9.7M | $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 |
|---|---|---|---|---|
| HEBERLEIN AND FALK, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $9,819 | — | $7,871 | — | — |
| 2024 | $61,942 | $47,294 | $14,485 | — | — |
| 2023 | $57,707 | $42,489 | — | — | $7,720 |