# Roofers Union Local No.33 Pension Fund DB Plan
Source: https://planprovider.pro/companies/roofers-union-local-no-33-pension-fund-trust-plan

> Roofers Union Local No.33 Pension Fund's DB plan: 561 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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