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Original filing (PDF)20251205115811NAL0003570785001
TRUSTEES OF UNITED UNION OF ROOFERS WATERPROOFERS & ALLIED WORKERS #2
Form 5500
FILING_RECEIVED
ROOFERS LOCAL #2 SUPPLEMENTAL PENSION PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
763
Accounts w/ balance
2,636
Plan assets (EOY)
$87.7M
Net assets (EOY)
$87.6M
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
80
Participation health
100
Knocking points off
- 28 bps in Schedule C fees — 73% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
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 OF UNITED UNION OF ROOFERS WATERPROOFERS & ALLIED WORKERS #2.
Plan sponsor
Name
TRUSTEES OF UNITED UNION OF ROOFERS WATERPROOFERS & ALLIED WORKERS #2
EIN
43-1927886
Address
PO BOX 1458 · MARYLAND HEIGHTS, MO · 630431458
Phone
(314) 656-1090
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-12-05
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
ROMOLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARTNETT REYES-JONES | 43-1205253 | — | NONE | $84K | — |
| BENESYS | 38-2383171 | — | NONE | $79K | — |
| LPL FINANCIAL | — | ST. LOUIS, MO | NONE | $58K | — |
| ROMOLO & ASSOCIATES, LLC | 84-2885766 | — | NONE | $22K | — |
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.