# Trustees Of National Roofing Industry Supplemental Pension Plan DC Plan
Source: https://planprovider.pro/companies/trustees-of-national-roofing-industry-supplemental-pension-plan-plan

> Trustees Of National Roofing Industry Supplemental Pension Plan's DC plan: 9,509 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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

- **Total Participants:** 9,509

- **Total Assets:** $236.0M

## 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|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|

| EB MANAGEMENT|NONE|$283,480|—|$283,480|

| CALLAN|NONE|$107,141|—|$107,141|

| M&T BANK|NONE|$83,582|—|$83,582|

| COPELAND CAPITAL MANAGEMENT, LLC|NONE|$58,233|—|$58,233|

| LEGACY PROFESSIONALS LLP|NONE|$45,882|—|$45,882|

| MARCO, MCGUIRE, & ARREOLA|NONE|$16,096|—|$16,096|

| WILSON-MCSHANE|NONE|$8,400|—|$8,400|

| STATE STREET GLOBAL|NONE|$5,739|—|$5,739|

### Verified Provider Profiles

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

- [M&T BANK](https://planprovider.pro/provider/trustage) — NONE

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $608,553

- **Estimated Expense Ratio:** 0.258% 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|$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|

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