Roofers Union Local No. 33 Thrift Fund Thrift Fd retirement plan: assets, participants and fees
What Roofers Union Local No. 33 Thrift Fund Thrift Fd'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 | Roofers Local 33 Admin Fd | Schedule C ↗ |
| Independent auditor | Manzi & Associates L.L.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 523 defined-contribution plans in construction with 500 to 999 participants.
| Roofers Union Local No. 33 Thrift Fund Thrift Fd: employer contribution per participant | $9,847 | |
| Peer median | $2,361 |
| Roofers Union Local No. 33 Thrift Fund Thrift Fd: average balance | $139,344 | |
| Peer median | $60,193 |
| Roofers Union Local No. 33 Thrift Fund Thrift Fd: admin expenses ÷ assets | 0.35% | |
| Peer median | 0.31% |
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 $84.7M at the end of plan year 2021 to $136M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,258 | $136M | $9.6M | $9,847 | 0.35% | Not published | Form 5500 ↗ |
| 2023 | 1,294 | $122M | $9.5M | $10,096 | 0.37% | Not published | Form 5500 ↗ |
| 2022 | 1,251 | $97.7M | $8.8M | $9,701 | 0.39% | Not published | Form 5500 ↗ |
| 2021 | 1,120 | $84.7M | $8.2M | $9,319 | 0.38% | Not published | Form 5500 ↗ |
Common questions
Does Roofers Union Local No. 33 Thrift Fund Thrift Fd match 401(k) contributions?
The match terms for the Roofers Union Local 33 No. Thrift Fund have not been published from its filing yet. The plan year 2024 filing reports $9.6M in employer contributions, about $9,847 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Roofers Union Local No. 33 Thrift Fund Thrift Fd 401(k) match vested?
The vesting schedule for the Roofers Union Local 33 No. Thrift Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Roofers Union Local No. 33 Thrift Fund Thrift Fd 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Roofers Local 33 Admin Fd. The plan administrator is Roofers Union Local No. 33 Thrift F Board of Trustees.
I left Roofers Union Local No. 33 Thrift Fund Thrift Fd. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Roofers Union Local No. 33 Thrift F Board of Trustees, (781) 341-1657) or the recordkeeper, Roofers Local 33 Admin Fd. The Roofers Union Local No. 33 Thrift Fund Thrift Fd old 401(k) page lists the contacts from every plan filing. Find an old Roofers Union Local No. 33 Thrift Fund Thrift Fd 401(k)
Data from the public Form 5500 annual reports Roofers Union Local No. 33 Thrift Fund Thrift Fd filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Roofers Union Local No. 33 Thrift Fund Thrift Fd. Not financial advice. Report a correction · Methodology