# Union Roofers Supplemental Annuity Trust Fund DC Plan
Source: https://planprovider.pro/companies/union-roofers-supplemental-annuity-trust-fund-plan

> Union Roofers Supplemental Annuity Trust Fund's DC plan: 5,782 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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