# American Roofing & Metal Company Health & Welfare Plan
Source: https://planprovider.pro/companies/american-roofing-metal-company-611092077-501

> American Roofing & Metal Company's Health & Welfare plan: 284 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** American Roofing & Metal Company

- **Sponsor EIN:** 611092077

- **Sponsor Address:** 4610 ROOFING ROAD, LOUISVILLE, KY, 40218

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 284

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|284|$0|$0|$0|

| 2024|218|$0|$0|$0|

| 2023|177|$0|$0|$0|

| 2022|169|$0|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ROUNDSTONE MANAGEMENT|Insurance Carrier|$328,218|—|$328,218|

| UNIFIED GROUP SERVICES, INC.|Other Service Provider|$46,072|—|$46,072|

| BYRNE INSURANCE GROUP|Investment Advisor|$43,770|—|$43,770|

| CIGNA|Other Service Provider|$22,902|—|$22,902|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $440,962

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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