# Roof Above, INC. 403(b) Plan
Source: https://planprovider.pro/companies/roof-above-inc-plan-001

> Roof Above, INC.'s 403(b) plan: 253 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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