Plan Snapshot
- Plan Sponsor: National Roofing Co., INC.
- Sponsor EIN: 850254343
- Sponsor Address: 6821 ACADEMY PARKWAY WEST NE, ALBUQUERQUE, NM, 87109
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $1.8M
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 | 98 | $1.8M | $0 | $114,311 |
| 2023 | 90 | $1.8M | $0 | $109,004 |
| 2022 | 88 | $1.5M | $0 | $105,743 |
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 |
|---|---|---|---|---|
| REDW LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDW LLC — 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 | $32,510 | $9,354 | $17,272 | — | — |
| 2023 | $24,958 | $8,313 | $16,145 | — | — |
| 2022 | $23,841 | $7,931 | $15,535 | — | $375 |