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 |
|---|---|---|---|---|
| MANZI & ASSOCIATES LLC | Auditor | $29,500 | — | $29,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,500
- Estimated Expense Ratio: 0.021% 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 |