Plan Snapshot
- Plan Sponsor: Trustees Of National Roofing Industry Supplemental Pension Plan
- Sponsor EIN: 366157071
- Sponsor Address: 3001 METRO DRIVE, BLOOMINGTON, MN, 55425
- Plan Type: DC
- Plan Number: 002
- Total Participants: 9,884
- Total Assets: $296.9M
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. |
|---|---|---|---|---|
| 2025 | 9,884 | $296.9M | $0 | $0 |
| 2024 | 9,509 | $236.0M | $28.9M | $0 |
| 2023 | 9,009 | $190.9M | $28.4M | $0 |
| 2022 | 8,531 | $145.2M | $24.4M | $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 |
|---|---|---|---|---|
| FIRST HILL TRUST | Other Service Provider | $351,609 | — | $351,609 |
| CALLAN | Other Service Provider | $131,615 | — | $131,615 |
| M&T BANK | Other Service Provider | $92,625 | — | $92,625 |
| COPELAND CAPITAL MANAGEMENT, LLC | Other Service Provider | $64,188 | — | $64,188 |
| LEGACY PROFESSIONALS LLP | Other Service Provider | $48,467 | — | $48,467 |
| MARCO, MCGUIRE, & ARREOLA | Other Service Provider | $10,819 | — | $10,819 |
| WILSON-MCSHANE | Other Service Provider | $10,400 | — | $10,400 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $709,723
- Estimated Expense Ratio: 0.239% 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 |
|---|---|---|---|---|---|
| 2025 | $6,794,193 | $195,803 | $10,400 | $30,518 | — |
| 2024 | $646,967 | $171,113 | $8,400 | $27,400 | — |
| 2023 | $562,712 | $128,761 | $8,400 | $24,900 | — |
| 2022 | $442,963 | $185,933 | $6,800 | — | $225,522 |