# Roofers Union Local No. 33 Thrift Fund Thrift Fd DC Plan
Source: https://planprovider.pro/companies/roofers-union-local-no-33-thrift-fd-plan

> Roofers Union Local No. 33 Thrift Fund Thrift Fd's DC plan: 1,200 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 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|

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