Plan Snapshot
- Plan Sponsor: Fitz-Fahl, INC. Dba Roberts Roofing
- Sponsor EIN: 341418432
- Sponsor Address: 1799 JOSEPH LLOYD PKWY, WILLOUGHBY, OH, 44094
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $5.1M
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 | 37 | $5.1M | $116,574 | $165,803 |
| 2023 | 22 | $4.5M | $115,475 | $154,748 |
| 2022 | 21 | $3.5M | $113,778 | $140,309 |