Plan Snapshot
- Plan Sponsor: Eastern Roofing Systems, INC.
- Sponsor EIN: 204276552
- Sponsor Address: 1 KEYSTONE PLACE SUITE 200, JESSUP, PA, 184341818
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 0 | $0 | $129,283 | $175,778 |
| 2023 | 151 | $1.7M | $204,868 | $253,897 |
| 2022 | 140 | $1.2M | $136,177 | $191,368 |
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 |
|---|---|---|---|---|
| CUOMO, WINTERS & SCHMIDT, CPAS,PLLC | 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 | $41,549 | $15,086 | — | — | — |
| 2023 | $12,189 | $12,189 | — | — | — |
| 2022 | $7,667 | $7,667 | — | — | — |