Plan Snapshot
- Plan Sponsor: Roofers Mart, INC.
- Sponsor EIN: 431832459
- Sponsor Address: 7208 WEIL AVENUE, ST. LOUIS, MO, 63119
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $9.0M
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 | 122 | $9.0M | $477,005 | $762,875 |
| 2023 | 112 | $7.2M | $420,610 | $669,743 |
| 2022 | 103 | $5.4M | $325,716 | $567,693 |
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 |
|---|---|---|---|---|
| SCHMERSAHL TRELOAR & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHMERSAHL TRELOAR & CO — 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 | $74,012 | — | $74,012 | — | — |
| 2023 | $56,920 | — | $56,920 | — | — |
| 2022 | $50,106 | — | $50,106 | — | — |