Plan Snapshot
- Plan Sponsor: Roofing Wholesale Co., INC. Dba Rwc Building Products
- Sponsor EIN: 860141918
- Sponsor Address: 1918 WEST GRANT STREET, PHOENIX, AZ, 850095933
- Plan Type: 401(k)
- Total Participants: 320
- Total Assets: $9.4M
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. |
|---|---|---|---|---|
| 2025 | 320 | $9.4M | $0 | $0 |
| 2024 | 276 | $7.4M | $396,094 | $746,217 |
| 2023 | 264 | $6.8M | $359,551 | $648,999 |
| 2022 | 256 | $5.8M | $26,865 | $398,781 |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — 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 |
|---|---|---|---|---|---|
| 2025 | $37,519 | — | $37,519 | — | — |
| 2024 | $30,179 | — | — | — | — |
| 2023 | $26,227 | — | — | — | — |
| 2022 | $35,798 | — | — | — | $35,798 |