Plan Snapshot
- Plan Sponsor: Trustees Of United Union Of Roofers Waterproofers & Allied Workers #2
- Sponsor EIN: 431927886
- Sponsor Address: PO BOX 1458, MARYLAND HEIGHTS, MO, 630431458
- Plan Type: DC
- Plan Number: 001
- Total Participants: 763
- Total Assets: $87.7M
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 | 763 | $87.7M | $5.1M | $0 |
| 2023 | 785 | $77.6M | $5.2M | $0 |
| 2022 | 762 | $66.7M | $4.9M | $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 |
|---|---|---|---|---|
| HARTNETT REYES-JONES | Other Service Provider | $84,027 | — | $84,027 |
| BENESYS | Other Service Provider | $78,809 | — | $78,809 |
| LPL FINANCIAL | Investment Advisor | $58,479 | — | $58,479 |
| ROMOLO & ASSOCIATES, LLC | Other Service Provider | $22,006 | — | $22,006 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $243,321
- Estimated Expense Ratio: 0.277% 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 | $293,823 | $58,479 | $78,809 | $10,500 | — |
| 2023 | $252,750 | $56,020 | $76,500 | $10,500 | — |
| 2022 | $201,330 | $55,534 | $75,560 | — | $35,781 |