Plan Snapshot
- Plan Sponsor: Burns & Scalo Roofing Company, INC.
- Sponsor EIN: 251145220
- Sponsor Address: 22 RUTGERS ROAD, PITTSBURGH, PA, 15205
- Plan Type: 401(k)
- Total Participants: 239
- Total Assets: $7.3M
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 | 239 | $7.3M | $481,289 | $548,267 |
| 2023 | 145 | $6.1M | $333,655 | $525,129 |
| 2022 | 141 | $5.7M | $225,030 | $456,894 |
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 |
|---|---|---|---|---|
| CASE SABATINI | 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 | $44,985 | $14,550 | — | — | — |
| 2023 | $35,467 | $13,419 | — | — | — |
| 2022 | $36,656 | — | — | — | — |