Plan Snapshot
- Plan Sponsor: Bone Dry Roofing, INC.
- Sponsor EIN: 351883225
- Sponsor Address: 7735 WINTON DRIVE,, INDIANAPOLIS, IN, 46268
- Plan Type: 401(k)
- Total Participants: 354
- Total Assets: $9.7M
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 | 354 | $9.7M | $949,497 | $991,145 |
| 2023 | 343 | $7.7M | $773,775 | $806,886 |
| 2022 | 294 | $6.3M | $664,662 | $632,919 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $53,037 | — | $53,037 |
| SHEPHERD FINANCIAL INVEST. ADVISORY | INVESTMENT/FINANCIAL ADVI | $21,645 | — | $21,645 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- SHEPHERD FINANCIAL INVEST. ADVISORY — INVESTMENT/FINANCIAL ADVI
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,682
- Estimated Expense Ratio: 0.772% of plan assets
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 | $74,682 | $21,645 | — | — | — |
| 2023 | $62,188 | — | — | — | — |
| 2022 | $47,024 | — | $47,024 | — | — |