Plan Snapshot
- Plan Sponsor: Evans Roofing Company, INC.
- Sponsor EIN: 582274154
- Sponsor Address: 1421 COLLEGE AVENUE, ELMIRA, NY, 14901
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $10.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 122 | $10.2M | $361,050 | $468,988 |
| 2023 | 123 | $8.8M | $194,998 | $457,685 |
| 2022 | 116 | $9.1M | $243,042 | $418,599 |
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 |
|---|---|---|---|---|
| EFPR GROUP, CPAS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EFPR GROUP, CPAS, PLLC — Auditor
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 | $66,943 | — | $3,671 | — | — |
| 2023 | $37,648 | — | $3,402 | — | — |
| 2022 | $53,729 | — | — | — | $53,729 |