Plan Snapshot
- Plan Sponsor: North American Roofing Services
- Sponsor EIN: 133724765
- Sponsor Address: 6601 EAST ADAMO DRIVE, TAMPA, FL, 33619
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 176 | $5.3M | $155,232 | $372,692 |
| 2023 | 180 | $5.8M | $150,004 | $376,713 |
| 2022 | 144 | $5.7M | $205,560 | $453,554 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM 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 | $39,793 | $20,691 | — | — | — |
| 2023 | $8,545 | $2,071 | — | — | — |
| 2022 | $7,963 | $4,072 | — | — | — |