Plan Snapshot
- Plan Sponsor: Best Roofing Services, LLC
- Sponsor EIN: 452411210
- Sponsor Address: 1600 NE 12TH TERRACE, FORT LAUDERDALE, FL, 33305
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 222 | $5.2M | $138,768 | $472,013 |
| 2023 | 212 | $4.8M | $158,645 | $478,955 |
| 2022 | 212 | $4.0M | $147,843 | $495,790 |
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 |
|---|---|---|---|---|
| COHN REZNICK LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2024 | $70,748 | $24,214 | $7,980 | — | — |
| 2023 | $63,925 | $20,379 | $10,608 | — | — |
| 2022 | $56,469 | $18,692 | $30,751 | — | $7,026 |