# Capeway Roofing Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/capeway-roofing-systems-inc-401k-plan

> Capeway Roofing Systems, INC.'s 401(k) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| NATIONWIDE|CONTACT ADMINISTRATOR|$14,979|—|$14,979|

| COMPENSATION PLANNING INC.|RECORDKEEPER|$5,555|—|$5,555|

| SANSIVERI KIMBALL & CO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NATIONWIDE](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — CONTACT ADMINISTRATOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $20,534

- **Estimated Expense Ratio:** 0.286% 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|$27,600|—|$27,600|—|—|

| 2023|$57,840|—|$27,503|$21,321|—|

| 2022|$58,566|—|—|—|$58,566|

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