# Trustees Of Local 522 Welfare Fund - Roofers Division 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-local-522-welfare-fund-roofers-division-111854964-501

> Trustees Of Local 522 Welfare Fund - Roofers Division's 401(k) plan: 135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Local 522 Welfare Fund - Roofers Division

- **Sponsor EIN:** 111854964

- **Sponsor Address:** 2137-2147 UTICA AVENUE, BROOKLYN, NY, 11234

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 135

- **Total Assets:** $1.4M

## 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|135|$1.4M|$1.5M|$0|

| 2023|143|$1.9M|$1.3M|$0|

| 2022|142|$1.9M|$1.3M|$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|

| MAGNACARE|Other Service Provider|$71,726|$522|$72,248|

| UNITED TEAMSTER FUND|Other Service Provider|$39,000|—|$39,000|

| CALIBRE CPA GROUP PLLC|Auditor|$30,000|—|$30,000|

| CHERION, INC.|Other Service Provider|$23,821|—|$23,821|

| CARY KANE|Other Service Provider|$19,372|—|$19,372|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $184,441

- **Estimated Expense Ratio:** 13.172% 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|$152,890|$5,000|$39,000|$20,000|—|

| 2023|$148,741|$5,000|$39,000|$20,000|—|

| 2022|$166,514|$6,428|$13,000|—|$126,263|

## Similar Plans

- [Board Of Trustees Of The Painting Industry Annuity Fund](https://planprovider.pro/companies/board-of-trustees-of-the-painting-industry-annuity-fund-plan) — 5,406 participants

- [Painting Industry Insurance Fund Industry](https://planprovider.pro/companies/painting-industry-insurance-fund-industry-135600369-501) — 4,871 participants

- [Painters District Council No. 4 Health And Welfare Trust Fund](https://planprovider.pro/companies/painters-district-council-no-4-health-and-welfare-trust-fund-166070541-501) — 1,268 participants

- [Board Of Trustees Drywall Tapers Annuity Fund](https://planprovider.pro/companies/board-of-trustees-drywall-tapers-annuity-fund-plan) — 1,002 participants

- [Board Of Trustees Drywall Pension Fund](https://planprovider.pro/companies/board-of-trustees-drywall-pension-fund-plan) — 941 participants

- [Board Of Trustees Drywall Tapers Insurance Fund](https://planprovider.pro/companies/board-of-trustees-drywall-tapers-insurance-fund-133562352-501) — 676 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-local-522-welfare-fund-roofers-division-111854964-501)

© 2026 PlanProvider.Pro