# Roofers' Local Union No. 22 Supplemental Retirement Plan Board Of Trus DC Plan
Source: https://planprovider.pro/companies/roofers-local-union-no-22-supplemental-retirement-plan-board-of-trus-262070733-002

> Roofers' Local Union No. 22 Supplemental Retirement Plan Board Of Trus's DC plan: 177 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roofers' Local Union No. 22 Supplemental Retirement Plan Board Of Trus

- **Sponsor EIN:** 262070733

- **Sponsor Address:** 280 METRO PARK, ROCHESTER, NY, 146232617

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 177

- **Total Assets:** $4.7M

## 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|177|$4.7M|$526,312|$0|

| 2023|207|$4.5M|$566,714|$0|

| 2022|200|$4.5M|$567,010|$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|

| ROOFERS LOCAL NO. 22 WELFARE PLAN|Other Service Provider|$70,236|—|$70,236|

| MORGAN STANLEY|Recordkeeper|$31,584|—|$31,584|

| BENEFIT PLANS ADMINISTRATIVE SERVIC|Other Service Provider|$11,485|—|$11,485|

| ROBERT PIZZO, ESQ|Other Service Provider|$8,000|—|$8,000|

| BONADIO & CO., LLP|Auditor|$7,800|—|$7,800|

### 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:** $129,105

- **Estimated Expense Ratio:** 2.726% 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|$133,827|$31,584|—|$7,800|—|

| 2023|$145,683|$25,608|—|$7,700|—|

| 2022|$133,581|$26,524|—|—|$33,000|

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