Plan Snapshot
- Plan Sponsor: Snyder Roofing & Sheet Metal, INC.
- Sponsor EIN: 930438553
- Sponsor Address: PO BOX 23819, TIGARD, OR, 972813819
- Plan Type: 401(k)
- Total Participants: 56
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 56 | $9.2M | $293,375 | $460,883 |
| 2023 | 58 | $8.0M | $293,769 | $446,260 |
| 2022 | 56 | $7.0M | $141,750 | $228,059 |
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 |
|---|---|---|---|---|
| BAC CAPITAL ADVISORS, LLC | INVESTMENT ADVISOR | $25,754 | — | $25,754 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $5,295 | — | $5,295 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,049
- Estimated Expense Ratio: 0.337% of plan assets
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 | $62,022 | $25,754 | $5,281 | — | — |
| 2023 | $52,211 | — | $52,211 | — | — |
| 2022 | $24,656 | $24,656 | — | — | — |