# Trustees Roofers And Slaters Local 248 Union DB Plan
Source: https://planprovider.pro/companies/trustee-roofers-slaters-local-248-pension-plan-plan

> Trustees Roofers And Slaters Local 248 Union's DB plan: 39 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Trustees Roofers And Slaters Local 248 Union

- **Sponsor EIN:** 042316465

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

- **Plan Type:** DB

- **Total Participants:** 39

- **Total Assets:** $4.4M

## 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.|

| 2025|39|$4.4M|$0|$0|

| 2024|44|$4.9M|$0|$0|

| 2023|29|$5.1M|$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|$12,793|—|$12,793|

### 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:** $12,793

- **Estimated Expense Ratio:** 0.288% 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|

| 2025|$172,095|$29,303|—|$12,793|—|

| 2024|$186,567|$32,773|—|$10,500|—|

| 2023|$164,710|$35,171|$70,746|—|$58,793|

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