Plan Snapshot
- Plan Sponsor: Jaj Roofing Dba Citadel Roofing And Solar
- Sponsor EIN: 473949736
- Sponsor Address: 761 EUBANKS DRIVE, VACAVILLE, CA, 95688
- Plan Type: 401(k)
- Total Participants: 855
- Total Assets: $9.5M
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 | 855 | $9.5M | $450,703 | $1.2M |
| 2023 | 757 | $6.9M | $516,598 | $1.1M |
| 2022 | 967 | $4.5M | $391,055 | $929,412 |
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 |
|---|---|---|---|---|
| BFBA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BFBA LLP — 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 | $60,351 | $34,740 | — | — | — |
| 2023 | $47,980 | $28,228 | $1,410 | — | — |
| 2022 | $38,521 | $25,058 | $13,463 | — | — |