# Roofers Local 149 Vacation Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/roofers-local-149-vacation-fund-510251550-502

> Roofers Local 149 Vacation Fund's Health & Welfare plan: 991 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roofers Local 149 Vacation Fund

- **Sponsor EIN:** 510251550

- **Sponsor Address:** 700 TOWER DRIVE SUITE 300, TROY, MI, 480982808

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 991

- **Total Assets:** $2.3M

## 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|991|$2.3M|$5.5M|$0|

| 2023|991|$2.4M|$5.9M|$0|

| 2022|966|$2.3M|$0|$5.7M|

## 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|

| BENESYS INC.|Other Service Provider|$6,000|—|$6,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,000

- **Estimated Expense Ratio:** 0.255% 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|$18,886|—|$6,000|$4,175|—|

| 2023|$22,531|—|$6,000|$4,000|—|

| 2022|$33,812|—|$6,000|—|$6,698|

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