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Original filing (PDF)20250415145727NAL0005810144005
ROOFERS LOCAL NO. 241 PENSION FUND
Form 5500
FILING_RECEIVED
ROOFERS LOCAL NO. 241 PENSION FUND
Defined-benefit pension plan
Signals · 3
~85 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
196
Accounts w/ balance
—
Plan assets (EOY)
$36.2M
Net assets (EOY)
$36.0M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 85 bps in Schedule C fees — 195% above peer band of 29 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 ROOFERS LOCAL NO. 241 PENSION FUND.
Plan sponsor
Name
ROOFERS LOCAL NO. 241 PENSION FUND
EIN
51-6125180
Address
890 THIRD STREET · ALBANY, NY · 122061626
Phone
(518) 489-3919
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
D'ARCANGELO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| O'SULLIVAN ASSOCIATES | 20-8199367 | CHERRY HILL, NJ | CONSULTANT | $29K | — |
| TIMOTHY BARE | — | METAMORA, IL | CONSULTANT | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D'ARCANGELO & CO., LLP | 13-2550103 | UTICA, NY | ACCOUNTANT | $15K | — |
Other
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY WEALTH MANAGEMENT | 20-8764829 | LATHAM, NY | NONE | $195K | — |
| CORBIN CAPITAL PARTNERS, L.P. | 30-0299433 | NEW YORK, NY | NONE | $16K | — |
| HGK ASSET MANAGEMENT | — | JERSEY CITY, NJ | NONE | $13K | — |
| BOYD WATTERSON ASSET MANAGEMENT LLC | — | CLEVELAND, OH | NONE | $12K | — |
| CEP CONSULTANTS, INC | — | HAUPPAUGE, NY | NONE | $10K | — |
| LIPSITZ, GREEN, SCIME, CAMBRIA | 16-0905097 | BUFFALO, NY | NONE | $7K | — |
| UNION LABOR LIFE INSURANCE CO. | 13-1423090 | SILVER SPRING, MD | NONE | $7K | — |
Investments
2 pooled funds· $2.3M(6% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.3M
1 holding
Pooled Separate Account
$1.1M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| RICHMOND PROLOAN BOND FUND RICHMOND CAPITAL MANAGEMENT · EIN 26-3436991 / PN 001 | Common Collective Trust | $1.3M | 3.5% |
| SEPERATE ACCOUNT J THE UNION LABOR LIFE INSURANCE CO. · EIN 13-1423090 / PN 203 | Pooled Separate Account | $1.1M | 3.0% |