Plan Snapshot
- Plan Sponsor: Camp Roofing, Ltd.
- Sponsor EIN: 760434468
- Sponsor Address: 15139 SOUTH POST OAK ROAD, HOUSTON, TX, 77053
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $5.9M
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 | 227 | $5.9M | $311,754 | $1.2M |
| 2023 | 130 | $4.3M | $98,014 | $786,608 |
| 2022 | 202 | $3.4M | $0 | $677,823 |
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 |
|---|---|---|---|---|
| CROWE 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 | $27,251 | $6,504 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $8,061 | — | — | — | — |