# Health & Welfare Fund Of Roofers Local N Health & Welfare Plan
Source: https://planprovider.pro/companies/health-welfare-fund-of-roofers-local-n-237381527-501

> Health & Welfare Fund Of Roofers Local N's Health & Welfare plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Health & Welfare Fund Of Roofers Local N

- **Sponsor EIN:** 237381527

- **Sponsor Address:** 280 METRO PARK, ROCHESTER, NY, 14623

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 119

- **Total Assets:** $10.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|119|$10.7M|$2.8M|$97,495|

| 2023|143|$9.3M|$2.6M|$5,318|

| 2022|117|$8.2M|$2.7M|$6,282|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ANTHONY NOYER|Other Service Provider|$81,611|—|$81,611|

| BONADIO & CO., LLP|Auditor|$64,623|—|$64,623|

| CARLOS MARTINEZ|Other Service Provider|$54,854|—|$54,854|

| KARPUS INVESTMENT MANAGERS|Other Service Provider|$52,640|—|$52,640|

| MORGAN STANLEY|Other Service Provider|$41,159|—|$41,159|

| ROOFERS LOCAL 22 BUILDING FUND|Other Service Provider|$18,428|—|$18,428|

| ROBERT PIZZO, ESQ.|Other Service Provider|$15,500|—|$15,500|

| TELPERION SOLUTIONS GROUP|Other Service Provider|$8,401|—|$8,401|

| PILOT CONSULTING, INC|Other Service Provider|$6,800|—|$6,800|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $344,016

- **Estimated Expense Ratio:** 3.223% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$563,156|$93,799|—|$22,750|—|

| 2023|$517,119|$86,448|—|$22,725|—|

| 2022|$510,222|$81,111|—|—|$86,818|

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