# Jolly Roofing And Contracting Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/jolly-roofing-and-contracting-co-inc-401k-plan

> Jolly Roofing And Contracting Co., INC.'s 401(k) plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jolly Roofing And Contracting Co., INC.

- **Sponsor EIN:** 621624798

- **Sponsor Address:** 711 CHANEY COVE, COLLIERVILLE, TN, 38017

- **Plan Type:** 401(k)

- **Total Participants:** 208

- **Total Assets:** $2.6M

## 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|208|$2.6M|$43,360|$349,018|

| 2023|224|$2.1M|$40,320|$326,359|

| 2022|227|$1.6M|$39,860|$299,917|

## 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|

| HCJ CPAS & ADVISORS PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HCJ CPAS & ADVISORS PLLC](https://planprovider.pro/provider/hcj-cpas-and-advisors-pllc) — 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|$3,450|—|$3,450|—|—|

| 2023|$3,100|—|$1,350|—|—|

| 2022|$3,050|$3,050|—|—|—|

## Similar Plans

- [Acme Block & Brick, INC.](https://planprovider.pro/companies/acme-block-brick-inc-plan) — 209 participants

- [Trustees Of Plasterers And Cement Masons Local 148 Defined Contributio](https://planprovider.pro/companies/trustees-of-plasterers-and-cement-masons-local-148-defined-contributio-plan) — 399 participants

- [Tresfinale, INC.](https://planprovider.pro/companies/tresfinale-inc-401k-plan) — 12 participants

- [Allstate Plastering, INC.](https://planprovider.pro/companies/allstate-plastering-inc-plan) — 9 participants

- [Tuttle Masonry, INC.](https://planprovider.pro/companies/tuttle-masonry-inc-plan) — 9 participants

- [Jih, INC.](https://planprovider.pro/companies/jih-inc-401k-plan) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jolly-roofing-and-contracting-co-inc-401k-plan)

© 2026 PlanProvider.Pro