# Trustees Of United Union Of Roofers Waterproofers & Allied Workers #2 DC Plan
Source: https://planprovider.pro/companies/trustees-of-united-union-of-roofers-waterproofers-allied-workers-2-431927886-001

> Trustees Of United Union Of Roofers Waterproofers & Allied Workers #2's DC plan: 763 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lpl-financial-llc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-united-union-of-roofers-waterproofers-allied-workers-2-431927886-001)

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