Plan Snapshot
- Plan Sponsor: Union Roofers Supplemental Annuity Trust Fund
- Sponsor EIN: 953070101
- Sponsor Address: 9901 PARAMOUNT BLVD STE 211, DOWNEY, CA, 902403853
- Plan Type: DC
- Total Participants: 5,782
- Total Assets: $48.0M
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 | 5,782 | $48.0M | $0 | $0 |
| 2023 | 5,358 | $40.4M | $0 | $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 |
|---|---|---|---|---|
| BALDWIN MOFFITT BEHM LLP | Auditor | $13,882 | — | $13,882 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,882
- Estimated Expense Ratio: 0.029% 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 | $292,670 | $94,905 | — | $13,882 | — |
| 2023 | $252,038 | $107,554 | $111,564 | — | $32,920 |