National Roofing Industry Pension Fund Wilson-McShane retirement plan: assets, participants and fees
What National Roofing Industry Pension Fund Wilson-McShane's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Eb Management | Schedule C ↗ |
| Independent auditor | Legacy Professionals LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 84 defined-contribution plans in construction with 5,000 to 9,999 participants.
| National Roofing Industry Pension Fund Wilson-McShane: employer contribution per participant | $3,034 | |
| Peer median | $2,724 |
| National Roofing Industry Pension Fund Wilson-McShane: average balance | $24,764 | |
| Peer median | $57,731 |
| National Roofing Industry Pension Fund Wilson-McShane: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.23% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $191M at the end of plan year 2023 to $235M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 9,509 | $235M | $28.9M | $3,034 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 9,009 | $191M | $28.4M | $3,148 | 0.34% | Not published | Form 5500 ↗ |
Other National Roofing Industry Pension Fund Wilson-McShane plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
National Roofing Industry Pension Fund
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Legacy Professionals LLP | Schedule C ↗ |
| Independent auditor | Legacy Professionals LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does National Roofing Industry Pension Fund Wilson-McShane match 401(k) contributions?
The match terms for the National Roofing Industry Supplemental Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $28.9M in employer contributions, about $3,034 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the National Roofing Industry Pension Fund Wilson-McShane 401(k) match vested?
The vesting schedule for the National Roofing Industry Supplemental Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the National Roofing Industry Pension Fund Wilson-McShane 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Eb Management. The plan administrator is Trustees of National Roofing Industry Supplemental Pension Plan.
I left National Roofing Industry Pension Fund Wilson-McShane. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees of National Roofing Industry Supplemental Pension Plan, (952) 854-0795) or the recordkeeper, Eb Management. The National Roofing Industry Pension Fund Wilson-McShane old 401(k) page lists the contacts from every plan filing. Find an old National Roofing Industry Pension Fund Wilson-McShane 401(k)
Data from the public Form 5500 annual reports National Roofing Industry Pension Fund Wilson-McShane filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with National Roofing Industry Pension Fund Wilson-McShane. Not financial advice. Report a correction · Methodology