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Original filing (PDF)20250614165509NAL0016573075001
UNION ROOFERS VACATION PLAN
Form 5500
FILING_RECEIVED
UNION ROOFERS VACATION PLAN
Health & welfare plan
Signals · 2
~248 bps in Sched C feesNo recordkeeper disclosed
Active participants
2,924
Accounts w/ balance
—
Plan assets (EOY)
$3.6M
Net assets (EOY)
$366K
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
- 248 bps in Schedule C fees — 378% above peer band of 52 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 UNION ROOFERS VACATION PLAN.
Plan sponsor
Name
UNION ROOFERS VACATION PLAN
EIN
95-6259492
Address
9901 PARAMOUNT BLVD STE 211 · DOWNEY, CA · 902403853
Phone
(562) 927-1434
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-14
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
BALDWIN MOFFITT BEHM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNION ROOFERS ADMINISTRATION | 95-2159333 | — | ADMINISTRATOR | $89K | — |
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.
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