Plan Snapshot
- Plan Sponsor: Roof Above, INC.
- Sponsor EIN: 561837620
- Sponsor Address: 1210 N. TRYON STREET, CHARLOTTE, NC, 28206
- Plan Type: 403(b)
- Total Participants: 253
- Total Assets: $2.2M
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 | 253 | $2.2M | $237,996 | $361,567 |
| 2023 | 244 | $1.6M | $200,754 | $327,486 |
| 2022 | 186 | $955,836 | $192,673 | $334,925 |
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 |
|---|---|---|---|---|
| CHERRY BEKARET LLP | 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 | $11,687 | $11,687 | — | — | — |
| 2023 | $5,539 | $5,539 | — | — | — |
| 2022 | $3,814 | $3,814 | — | — | — |