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Original filing (PDF)20251208152149NAL0002205633001
ROOFERS LOCAL 149 VACATION FUND
Form 5500
FILING_RECEIVED
ROOFERS LOCAL 149 VACATION FUND
Health & welfare plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$2.3M
Net assets (EOY)
$279K
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
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
100
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROOFERS LOCAL 149 VACATION FUND.
Plan sponsor
Name
ROOFERS LOCAL 149 VACATION FUND
EIN
51-0251550
Address
700 TOWER DRIVE SUITE 300 · TROY, MI · 480982808
Phone
(248) 813-9800
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-12-08
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
WESLEY HADDAD & COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS INC. | 38-6058023 | — | NONE KNOWN | $6K | — |
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.