Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees- Roofers Local No. 9 Supplemental Retirement PlanProfit-sharing plan

ROOFERS LOCAL NO.9 SUPPLEMENTAL RETIREMENT PLAN · EAST HARTFORD, CT · plan year 2024

Reported admin expense ratio · 2024
1.20%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Board of Trustees- Roofers Local No. 9 Supplemental Retirement Plan reported $141,647 in plan administrative expenses for 2024: 1.20% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,788 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 1.69% to 1.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Connecticut (693rd of 1,106), and 2,769th of 5,337 in construction.

Plan summary
Net assets, end of year$12,260,782
Participants with balances327
Active participants298
Employer contributions$830,876
Employee contributions—
Employer contribution per active participant$2,788
Average account balance$37,495
Benefits paid to participants$1,070,367
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.3M · 327 accts · $831K emplr
2023$11.4M · 317 accts · $753K emplr
2022$10.0M · 318 accts · $673K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,173
Investment management$29,547
Audit (IQPA)$9,012
Total administrative$141,647
Employer contributions to the Board of Trustees- Roofers Local No. 9 Supplemental Retirement Plan plan · 2024
Employer contribution per active participant$2,788
Median for plans this size$2,416
2024$2,788 per active participant
2023$2,444 per active participant
2022$2,257 per active participant

Board of Trustees- Roofers Local No. 9 Supplemental Retirement Plan's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20247
BRESCIAS PRINTING SERVICE · Contract administrator · Recordkeeping$58,732
ONEDIGITAL INVESTMENT ADVISORS · Investment management · Recordkeeping$29,547
REID & RIEGE, P.C. · Legal$9,226
NOVAK FRANCELLA, LLC · Accounting / audit$9,166
FRESHTECH · Other services$6,494
CAKE DEVELOPMENT CORPORATION · Other services$5,676

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024BRESCIAS PRINTING SERVICE, ONEDIGITAL INVESTMENT ADVISORS
2023BRESCIAS PRINTING SERVICE, Newport (Ascensus), RESOURCES INVESTMENT ADVISORS

This plan has changed recordkeepers within these filings. If you left Board of Trustees- Roofers Local No. 9 Supplemental Retirement Plan before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$141,647 · 1.20%
2023$137,225 · 1.28%
2022$189,842 · 1.69%
Similar plansConstruction · Connecticut
Baker Companies Inc. CT$14.2M · 0.02%
Gds Contracting Corp. CT$11.9M · 0.26%
Fabbrica, LLC CT$10.7M · 0.41%
The Morganti Group, Inc. CT$10.6M · 0.51%
Banton Construction Company CT$10.1M · 0.67%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 061384898 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.