# Roofers & Slaters Local Union No. 248 401(k) Plan
Source: https://planprovider.pro/companies/roofers-slaters-local-union-no-248-401k-plan

> Roofers & Slaters Local Union No. 248's 401(k) plan: 41 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roofers & Slaters Local Union No. 248

- **Sponsor EIN:** 042636807

- **Sponsor Address:** 595 SOUTHAMPTON ROAD, FIRST FLOOR, WESTFIELD, MA, 01085

- **Plan Type:** 401(k)

- **Total Participants:** 41

- **Total Assets:** $5.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|41|$5.3M|$0|$0|

| 2023|46|$4.4M|$0|$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|

| LAPIER, DILLON AND ASSOCIATES, P.C.|Auditor|$11,552|—|$11,552|

### Verified Provider Profiles

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

- [LAPIER, DILLON AND ASSOCIATES, P.C.](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:** $11,552

- **Estimated Expense Ratio:** 0.220% 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|$70,714|—|$1,735|$11,552|—|

| 2023|$78,199|—|$32,775|—|—|

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