Plan Snapshot
- Plan Sponsor: Roofers Union Local No. 33 Thrift Fund Thrift Fd
- Sponsor EIN: 046358332
- Sponsor Address: 53 EVANS DRIVE, STOUGHTON, MA, 020724416
- Plan Type: DC
- Total Participants: 1,200
- Total Assets: $121.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,200 | $121.8M | $0 | $0 |
| 2023 | 1,155 | $97.7M | $0 | $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 L.L.C. | Auditor | $53,850 | — | $53,850 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,850
- Estimated Expense Ratio: 0.044% 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 | $400,457 | $16,458 | — | $53,850 | — |
| 2023 | $352,132 | $17,500 | — | — | $36,350 |