# Trustees Roofers And Slaters Local 248 Union DB Plan
Source: https://planprovider.pro/companies/trustees-roofers-and-slaters-local-248-union-042316465-001

> Trustees Roofers And Slaters Local 248 Union's DB plan: 39 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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

- **Plan Number:** 001

- **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.|

| 2024|39|$4.4M|$393,290|$0|

| 2023|44|$4.9M|$382,283|$0|

| 2022|29|$5.1M|$350,004|$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|

| MCKEOGH COMPANY|Actuary|$50,410|—|$50,410|

| BOSTON TRUST WALDEN COMPANY|Investment Advisor|$19,273|—|$19,273|

| LAPIER, DILLON & ASSOCIATES, P.C.|Auditor|$12,793|—|$12,793|

| FIRST STATE|Investment Advisor|$10,029|—|$10,029|

| KARA ADAMITES|Recordkeeper|$7,161|—|$7,161|

| SEGAL ROITMAN LLP|ERISA Attorney|$5,044|—|$5,044|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $104,710

- **Estimated Expense Ratio:** 2.358% 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|$172,095|$29,303|—|$12,793|—|

| 2023|$186,567|$32,773|—|$10,500|—|

| 2022|$164,710|$35,171|$70,746|—|$58,793|

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