# State Roofing Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/state-roofing-systems-inc-401k-plan

> State Roofing Systems, INC.'s 401(k) plan: 94 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** State Roofing Systems, INC.

- **Sponsor EIN:** 942743961

- **Sponsor Address:** 15444 HESPERIAN BLVD., SAN LEANDRO, CA, 94578

- **Plan Type:** 401(k)

- **Total Participants:** 94

- **Total Assets:** $7.9M

## 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|94|$7.9M|$256,902|$284,680|

| 2023|94|$7.5M|$405,910|$301,060|

| 2022|88|$6.2M|$330,394|$289,894|

## 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|

| MERRILL LYNCH PIERCE FENNER SMITH|INVESTMENT ADVISOR|$30,112|—|$30,112|

| HICKS PENSION SERVICES|CONTRACT ADMINISTRATOR|$1,450|$3,665|$5,115|

| JOHNSTON, GREMAUX & ROSSI, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHNSTON, GREMAUX & ROSSI, LLP](https://planprovider.pro/provider/johnston-gremaux-and-rossi-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,227

- **Estimated Expense Ratio:** 0.445% 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|$42,882|—|$42,882|—|—|

| 2023|$37,466|—|$37,466|—|—|

| 2022|—|—|—|—|—|

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