Plan Snapshot
- Plan Sponsor: Nations Roof LLC
- Sponsor EIN: 753161782
- Sponsor Address: PO BOX 1110, CLEARFIELD, UT, 84089
- Plan Type: 401(k)
- Total Participants: 894
- Total Assets: $21.2M
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 | 894 | $21.2M | $1.3M | $2.4M |
| 2023 | 875 | $17.2M | $1.2M | $2.1M |
| 2022 | 910 | $12.8M | $1.0M | $1.9M |
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 |
|---|---|---|---|---|
| BAKER TILLY, US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY, US, 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 | $180,706 | $124,507 | $48,346 | — | — |
| 2023 | $188,000 | $95,527 | $41,981 | $23,000 | — |
| 2022 | $198,722 | $105,527 | $53,791 | — | $39,404 |