Plan Snapshot
- Plan Sponsor: Roofers And Slaters Local Employee Benefit Plan
- Sponsor EIN: 042172112
- Sponsor Address: 595 SOUTHAMPTON RD, WESTFIELD, MA, 010851329
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 31
- Total Assets: $2.4M
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 | 31 | $2.4M | $556,803 | $0 |
| 2023 | 27 | $2.3M | $529,157 | $0 |
| 2022 | 27 | $2.1M | $534,449 | $0 |
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 |
|---|---|---|---|---|
| KARA ADAMITES BROWN | Recordkeeper | $57,733 | — | $57,733 |
| LAPIER DILLON AND ASSOCIATES PC | Auditor | $21,456 | — | $21,456 |
| NANCY GOP | Other Service Provider | $17,436 | — | $17,436 |
| VINCENT ROSSI | Other Service Provider | $12,025 | — | $12,025 |
| SEGAL ROTIMAN | Other Service Provider | $6,188 | — | $6,188 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAPIER DILLON AND ASSOCIATES PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,838
- Estimated Expense Ratio: 4.801% 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 | $240,381 | $15,429 | — | $22,431 | — |
| 2023 | $203,103 | $11,700 | — | $10,175 | — |
| 2022 | $205,463 | $11,056 | — | — | $24,281 |