# Roofers Local Union No. 22 Pension Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/roofers-local-union-no-22-pension-board-of-trustees-046698212-001

> Roofers Local Union No. 22 Pension Board Of Trustees's DB plan: 250 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 Union No. 22 Pension Board Of Trustees

- **Sponsor EIN:** 046698212

- **Sponsor Address:** 280 METRO PARK, ROCHESTER, NY, 146233703

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 250

- **Total Assets:** $29.9M

## 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|250|$29.9M|$1.4M|$0|

| 2023|237|$28.9M|$1.4M|$0|

| 2022|216|$27.1M|$1.3M|$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|Recordkeeper|$158,755|—|$158,755|

| ROOFERS LOCAL #22 WELFARE FUND|Other Service Provider|$127,811|—|$127,811|

| KARPUS INVESTMENT MGMT|Other Service Provider|$43,759|—|$43,759|

| BONADIO & CO., LLP|Auditor|$29,500|—|$29,500|

| BOLTON PARTNERS|Other Service Provider|$26,300|—|$26,300|

| ROBERT PIZZO, ESQ.|Other Service Provider|$14,000|—|$14,000|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [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:** $400,125

- **Estimated Expense Ratio:** 1.336% 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|$424,940|$202,514|—|$29,500|—|

| 2023|$413,138|$185,130|—|$29,965|—|

| 2022|$416,725|$175,864|—|—|$96,419|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/roofers-local-union-no-22-pension-board-of-trustees-046698212-001)

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