Plan Snapshot
- Plan Sponsor: Inalfa Roof Systems, INC.
- Sponsor EIN: 382558870
- Sponsor Address: 1370 PACIFIC DRIVE, AUBURN HILLS, MI, 48326
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $46.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 231 | $46.7M | $614,400 | $2.1M |
| 2023 | 246 | $43.3M | $619,030 | $2.0M |
| 2022 | 264 | $38.2M | $607,398 | $2.1M |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | 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 | $97,013 | $13,277 | $300 | — | — |
| 2023 | $89,799 | $13,061 | $600 | — | — |
| 2022 | $101,545 | $16,281 | — | — | — |