Plan Snapshot
- Plan Sponsor: Capeway Roofing Systems, INC.
- Sponsor EIN: 042899319
- Sponsor Address: 664 SANFORD ROAD, WESTPORT, MA, 027904032
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $7.2M
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 | 96 | $7.2M | $1.1M | $171,683 |
| 2023 | 82 | $6.9M | $713,275 | $168,666 |
| 2022 | 89 | $6.2M | $473,172 | $132,632 |
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 |
|---|---|---|---|---|
| SANSIVERI KIMBALL & CO 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 | $27,600 | — | $27,600 | — | — |
| 2023 | $57,840 | — | $27,503 | $21,321 | — |
| 2022 | $58,566 | — | — | — | $58,566 |