Roofers & Slaters Local Union No. 248 retirement plan: assets, participants and fees
What Roofers & Slaters Local Union No. 248's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock USA | Schedule C ↗ |
| Independent auditor | Lapier, Dillon and Associates, P.C. (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 61,199 defined-contribution plans in other services with fewer than 100 participants.
| Roofers & Slaters Local Union No. 248: employer contribution per participant | $5,576 | |
| Peer median | $1,427 |
| Roofers & Slaters Local Union No. 248: average balance | $61,390 | |
| Peer median | $25,769 |
| Roofers & Slaters Local Union No. 248: admin expenses ÷ assets | 1.38% | |
| Peer median | 0.48% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.2M at the end of plan year 2021 to $6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 97 | $6M | $541K | $5,576 | 1.38% | Not published | Form 5500 ↗ |
| 2023 | 82 | $5.2M | $413K | $5,039 | 1.47% | Not published | Form 5500 ↗ |
| 2022 | 74 | $4.4M | $440K | $5,950 | 1.82% | Not published | Form 5500 ↗ |
| 2021 | 64 | $4.2M | $384K | $6,088 | 1.65% | Not published | Form 5500 ↗ |
Common questions
Does Roofers & Slaters Local Union No. 248 match 401(k) contributions?
The match terms for the Roofers & Slaters Local Union No. 248 Annuity and 401(k) Savings Fund have not been published from its filing yet. The plan year 2024 filing reports $541K in employer contributions, about $5,576 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Roofers & Slaters Local Union No. 248 401(k) match vested?
The vesting schedule for the Roofers & Slaters Local Union No. 248 Annuity and 401(k) Savings Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Roofers & Slaters Local Union No. 248 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock USA. The plan administrator is Roofers & Slaters Local Union No. 248.
I left Roofers & Slaters Local Union No. 248. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Roofers & Slaters Local Union No. 248, (413) 594-5494) or the recordkeeper, John Hancock USA. The Roofers & Slaters Local Union No. 248 old 401(k) page lists the contacts from every plan filing. Find an old Roofers & Slaters Local Union No. 248 401(k)
Data from the public Form 5500 annual reports Roofers & Slaters Local Union No. 248 filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Roofers & Slaters Local Union No. 248. Not financial advice. Report a correction · Methodology