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Original filing (PDF)20260313080651NAL0007530593001
TRUSTEES ROOFERS AND SLATERS LOCAL 248 UNION
Form 5500
FILING_RECEIVED
ROOFERS LOCAL 248 PENSION PLAN
Defined-benefit pension plan
Signals · 2
~236 bps in Sched C fees6 service providers
Active participants
39
Accounts w/ balance
—
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- 236 bps in Schedule C fees — 353% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES ROOFERS AND SLATERS LOCAL 248 UNION.
Plan sponsor
Name
TRUSTEES ROOFERS AND SLATERS LOCAL 248 UNION
EIN
04-2316465
Address
595 SOUTHAMPTON RD · WESTFIELD, MA · 010851329
Phone
(413) 594-5494
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-13
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
LAPIER, DILLON AND ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOSTON TRUST WALDEN COMPANY | 04-2273811 | — | INVESTMENT MANAGER | $19K | — |
| FIRST STATE | 13-3124172 | — | INVESTMENT MANAGER | $10K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KARA ADAMITES | — | WESTFIELD, MA | PLAN ADMINISTRATOR | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAPIER, DILLON & ASSOCIATES, P.C. | 32-0004585 | — | AUDITOR | $13K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCKEOGH COMPANY | — | WEST CONSHOHOCKEN, PA | ACTUARY | $50K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL ROITMAN LLP | — | BOSTON, MA | ATTORNEY | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.