Trustees Roofers and Slaters Local 248 Union retirement plan: assets, participants and fees
What Trustees Roofers and Slaters Local 248 Union'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 | Boston Trust Walden Company | Schedule C ↗ |
| Independent auditor | Lapier, Dillon and Associates, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 347 pension plans in finance and insurance with 100 to 499 participants.
| Trustees Roofers and Slaters Local 248 Union: employer contribution per participant | $1,864 | |
| Peer median | $2,959 |
| Trustees Roofers and Slaters Local 248 Union: average balance | $21,050 | |
| Peer median | $135,456 |
| Trustees Roofers and Slaters Local 248 Union: admin expenses ÷ assets | 3.70% | |
| Peer median | 0.34% |
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 $5.7M at the end of plan year 2021 to $4.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 211 | $4.4M | $393K | $1,864 | 3.70% | Not published | Form 5500 ↗ |
| 2023 | 222 | $4.9M | $382K | $1,722 | 3.75% | Not published | Form 5500 ↗ |
| 2022 | 202 | $5.1M | $350K | $1,733 | 3.04% | Not published | Form 5500 ↗ |
| 2021 | 208 | $5.7M | $274K | $1,316 | 2.87% | Not published | Form 5500 ↗ |
Common questions
Does Trustees Roofers and Slaters Local 248 Union match 401(k) contributions?
The match terms for the Roofers Local 248 Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $393K in employer contributions, about $1,864 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees Roofers and Slaters Local 248 Union 401(k) match vested?
The vesting schedule for the Roofers Local 248 Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees Roofers and Slaters Local 248 Union 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Boston Trust Walden Company. The plan administrator is Trustees Roofers and Slaters Local 248 Union.
I left Trustees Roofers and Slaters Local 248 Union. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees Roofers and Slaters Local 248 Union, (413) 594-5494) or the recordkeeper, Boston Trust Walden Company. The Trustees Roofers and Slaters Local 248 Union old 401(k) page lists the contacts from every plan filing. Find an old Trustees Roofers and Slaters Local 248 Union 401(k)
Data from the public Form 5500 annual reports Trustees Roofers and Slaters Local 248 Union 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 Trustees Roofers and Slaters Local 248 Union. Not financial advice. Report a correction · Methodology