Plan Snapshot
- Plan Sponsor: Roofers Union Local No.33 Pension Fund
- Sponsor EIN: 042228135
- Sponsor Address: 53 EVANS DRIVE, STOUGHTON, MA, 02072
- Plan Type: DB
- Total Participants: 561
- Total Assets: $139.3M
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 | 561 | $139.3M | $11.0M | $0 |
| 2023 | 523 | $121.5M | $9.6M | $0 |
| 2022 | 516 | $107.2M | $8.2M | $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 |
|---|---|---|---|---|
| GCM GROSVENOR | Other Service Provider | $83,653 | — | $83,653 |
| SIGULER GUFF SMALL BUYOUT OP FD V | Other Service Provider | $65,939 | — | $65,939 |
| JENNISON U.S. SMALL CAP EQUITY | Other Service Provider | $52,733 | — | $52,733 |
| NEWTOWER TRUST COMPANY - MEPT | Other Service Provider | $47,743 | — | $47,743 |
| CBIZ BENEFITS & INSURANCE SERVICES | Other Service Provider | $41,600 | — | $41,600 |
| SIGULER GUFF SMALL BUYOUT OP FD IV | Other Service Provider | $39,625 | — | $39,625 |
| MANZI & ASSOCIATES LLC | Other Service Provider | $29,500 | — | $29,500 |
| MEKETA INVESTMENT GROUP | Other Service Provider | $22,917 | — | $22,917 |
| SEGAL MARCO ADVISORS | Other Service Provider | $22,500 | — | $22,500 |
| KRAKOW,SOURIS & LANDRY,LLC | Other Service Provider | $19,000 | — | $19,000 |
| HAMILTON LANE VIII | Other Service Provider | $12,717 | — | $12,717 |
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $11,663 | — | $11,663 |
| AMALGAMATED BANK | Other Service Provider | $5,000 | — | $5,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $454,590
- Estimated Expense Ratio: 0.326% 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 | $571,719 | $264,598 | $161,709 | $29,500 | — |
| 2023 | $435,582 | $144,164 | — | $25,920 | — |
| 2022 | $634,442 | $313,112 | — | — | $121,938 |