Plan Snapshot
- Plan Sponsor: Holland Roofing
- Sponsor EIN: 311551993
- Sponsor Address: 7450 INDUSTRIAL ROAD, FLORENCE, KY, 41042
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 220
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 220 | $0 | $0 | $0 |
| 2024 | 235 | $0 | $0 | $0 |
| 2023 | 216 | $0 | $0 | $0 |
| 2022 | 215 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| NATIONAL UNDERWRITING SERVICES | Other Service Provider | $374,860 | — | $374,860 |
| CUSTOM DESIGN BENEFITS, LLC | Other Service Provider | $119,871 | — | $119,871 |
| LANG FINANCIAL GROUP | Other Service Provider | $39,830 | — | $39,830 |
| RX RESULTS | Other Service Provider | $10,080 | — | $10,080 |
| PAYER COMPASS | Other Service Provider | $9,822 | — | $9,822 |
| THE PHIA GROUP | Other Service Provider | $5,966 | — | $5,966 |
| INNOVATIVE MEDICAL RISK | Other Service Provider | $5,392 | — | $5,392 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $565,821
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |