# Roofers And Slaters Local Employee Benefit Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/roofers-and-slaters-local-employee-benefit-plan-042172112-501

> Roofers And Slaters Local Employee Benefit Plan's Health & Welfare plan: 31 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roofers And Slaters Local Employee Benefit Plan

- **Sponsor EIN:** 042172112

- **Sponsor Address:** 595 SOUTHAMPTON RD, WESTFIELD, MA, 010851329

- **Plan Type:** Health & Welfare

- **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](https://planprovider.pro/provider/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|

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