Plan Ledger DOL Form 5500 · updated monthly

Trustees of National Roofing Industry Supplemental Pension PlanProfit-sharing plan

NATIONAL ROOFING INDUSTRY SUPPLEMENTAL PENSION PLAN · BLOOMINGTON, MN · plan year 2025

Reported admin expense ratio · 2025
0.29%

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

Trustees of National Roofing Industry Supplemental Pension Plan reported $763,203 in plan administrative expenses for 2025: 0.29% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,141 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 3 years on file its reported administrative ratio fell from 0.31% to 0.29%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other construction employers. By assets it is the 128th-largest of 1,918 plans among Minnesota employers on file, and the 235th of 5,337 in construction. active participation has grown from 8,531 to 9,884 since 2022.

Plan summary
Net assets, end of year$296,434,671
Participants with balances9,884
Active participants9,884
Employer contributions$31,045,862
Employee contributions—
Employer contribution per active participant$3,141
Average account balance$29,991
Benefits paid to participants$6,030,990
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$296.4M · 9,884 accts · $31.0M emplr
2024$235.5M · 9,509 accts · $28.9M emplr
2023$190.6M · 9,009 accts · $28.4M emplr
2022$144.8M · 8,531 accts · $24.4M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$379,958
Investment management$195,803
Audit (IQPA)$30,518
Trustee / custodial$92,625
Total administrative$763,203
Employer contributions to the Trustees of National Roofing Industry Supplemental Pension Plan plan · 2025
Employer contribution per active participant$3,141
Median for plans this size$4,295
2025$3,141 per active participant
2024$3,034 per active participant
2023$3,148 per active participant
2022$2,863 per active participant

Trustees of National Roofing Industry Supplemental Pension Plan's 2025 employer contribution ran below the $4,295 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20257
FIRST HILL TRUST · Recordkeeping$351,609
LEGACY PROFESSIONALS LLP · Accounting / audit · Recordkeeping$48,467
CALLAN · Investment advisory (plan)$131,615
M&T BANK · Custodial$92,625
COPELAND CAPITAL MANAGEMENT, LLC · Investment management$64,188
MARCO, MCGUIRE, & ARREOLA · Legal$10,819
WILSON-MCSHANE · Contract administrator$10,400

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

Recordkeeper by year3
2025FIRST HILL TRUST, LEGACY PROFESSIONALS LLP
2024EB MANAGEMENT, LEGACY PROFESSIONALS LLP
2023EB MANAGEMENT, LEGACY PROFESSIONALS LLP

This plan has changed recordkeepers within these filings. If you left Trustees of National Roofing Industry Supplemental Pension 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 history4
2025$763,203 · 0.29%
2024$646,967 · 0.30%
2023$562,712 · 0.34%
2022$442,963 · 0.31%
Similar plansConstruction · Minnesota
Ryan Companies US, Inc. MN$324.0M · 0.14%
Ames Construction, Inc. MN$213.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 366157071 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.