Plan Snapshot
- Plan Sponsor: Cole Roofing Co., INC.
- Sponsor EIN: 520599184
- Sponsor Address: 3915 COOLIDGE AVENUE, BALTIMORE, MD, 21229
- Plan Type: DC
- Total Participants: 89
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 89 | $12.1M | $287,406 | $519,683 |
| 2023 | 80 | $11.3M | $280,502 | $528,060 |
| 2022 | 79 | $9.9M | $265,372 | $540,937 |
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 |
|---|---|---|---|---|
| RED OAK RETIREMENT | Recordkeeper | $15,137 | — | $15,137 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $14,855 | — | $14,855 |
| COMPTON FINANCIAL GROUP | Investment Advisor | $12,717 | — | $12,717 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,709
- Estimated Expense Ratio: 0.353% 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 | $42,710 | — | — | — | — |
| 2023 | $35,448 | — | — | — | — |
| 2022 | $37,183 | — | — | — | $37,183 |