Plan Ledger DOL Form 5500 · updated monthly

Trustees of United Union of Roofers Waterproofers & Allied Workers #2Profit-sharing plan

ROOFERS LOCAL #2 SUPPLEMENTAL PENSION PLAN · MARYLAND HEIGHTS, MO · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Trustees of United Union of Roofers Waterproofers & Allied Workers #2 reported $293,823 in plan administrative expenses for 2024: 0.36% of average plan assets, higher than ~90% of peers. Employer contributions averaged $6,645 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 rose from 0.29% to 0.36%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 210th-largest of 1,393 plans among Missouri employers on file, and the 687th of 5,337 in construction.

Plan summary
Net assets, end of year$87,645,107
Participants with balances2,636
Active participants763
Employer contributions$5,070,002
Employee contributions—
Employer contribution per active participant$6,645
Average account balance$33,249
Benefits paid to participants$3,040,298
Plan auditUnmodified (clean) audit opinion
AuditorROMOLO & ASSOCIATES, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$87.6M · 2,636 accts · $5.1M emplr
2023$77.5M · 2,638 accts · $5.2M emplr
2022$66.5M · 2,627 accts · $4.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100,815
Investment management$58,479
Audit (IQPA)$10,500
Total administrative$293,823
Employer contributions to the Trustees of United Union of Roofers Waterproofers & Allied Workers #2 plan · 2024
Employer contribution per active participant$6,645
Median for plans this size$3,635
2024$6,645 per active participant
2023$6,562 per active participant
2022$6,387 per active participant

Trustees of United Union of Roofers Waterproofers & Allied Workers #2's 2024 employer contribution ran above the $3,635 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 · 20244
HARTNETT REYES-JONES · Legal$84,027
BENESYS · Contract administrator$78,809
LPL FINANCIAL · Investment management$58,479
ROMOLO & ASSOCIATES, LLC · Accounting / audit$22,006

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

Administrative cost history3
2024$293,823 · 0.36%
2023$252,750 · 0.35%
2022$201,330 · 0.29%
Similar plansConstruction · Missouri
Murphy Corporation MO$94.0M · 0.02%
Sachs Electric Company MO$72.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431927886 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.