Plan Snapshot
- Plan Sponsor: Everlast Roofing, INC.
- Sponsor EIN: 232859182
- Sponsor Address: 10 ENTERPRISE COURT, LEBANON, PA, 17042
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $5.4M
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 | 227 | $5.4M | $323,289 | $510,133 |
| 2023 | 202 | $5.1M | $283,876 | $450,542 |
| 2022 | 193 | $4.3M | $259,830 | $424,134 |
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 |
|---|---|---|---|---|
| GARCIA GARMAN & SHEA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GARCIA GARMAN & SHEA, PC — 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 | $46,172 | $25,160 | $21,012 | — | — |
| 2023 | $40,485 | $23,438 | $17,047 | — | — |
| 2022 | $39,628 | $22,580 | $17,048 | — | — |