Plan Snapshot
- Plan Sponsor: Inalfa Roof Systems, INC.
- Sponsor EIN: 382558870
- Sponsor Address: 1370 PACIFIC DR, AUBURN HILLS, MI, 48326
- Plan Type: 401(k)
- Total Participants: 537
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 537 | $14.1M | $562,110 | $1.5M |
| 2023 | 614 | $13.1M | $646,719 | $1.7M |
| 2022 | 691 | $10.7M | $569,834 | $1.6M |
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 | $91,111 | $16,777 | — | — | — |
| 2023 | $78,633 | $14,885 | — | — | — |
| 2022 | $80,839 | $2,180 | — | — | — |