Plan Snapshot
- Plan Sponsor: Rch Roofing Corporation
- Sponsor EIN: 043386814
- Sponsor Address: 3 PROGRESS WAY, MARSHFIELD, MA, 02050
- Plan Type: DC
- Total Participants: 68
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 68 | $7.5M | $447,908 | $134,016 |
| 2023 | 70 | $6.5M | $388,171 | $130,887 |
| 2022 | 76 | $5.1M | $324,868 | $98,031 |
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 |
|---|---|---|---|---|
| GRAY, CALLISON, & JONES CPA, PC | Auditor | — | — | $0 |
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 | $89,494 | — | $89,494 | — | — |
| 2023 | $61,594 | — | — | — | — |
| 2022 | $53,716 | — | — | — | — |