Plan Snapshot
- Plan Sponsor: Simon Roofing & Sheet Metal Corp
- Sponsor EIN: 341430114
- Sponsor Address: 70 KARAGO AVE, YOUNGSTOWN, OH, 44512
- Plan Type: 401(k)
- Total Participants: 469
- Total Assets: $32.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 469 | $32.6M | $33 | $2.4M |
| 2023 | 450 | $29.3M | $116,020 | $2.0M |
| 2022 | 356 | $27.6M | $701,131 | $1.9M |
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 |
|---|---|---|---|---|
| COHEN & COMPANY LTD | 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 | $9,803 | — | — | — | — |
| 2023 | $6,313 | — | — | — | — |
| 2022 | $3,276 | — | — | — | — |