Plan Snapshot
- Plan Sponsor: Supreme Roofing, LP
- Sponsor EIN: 823769023
- Sponsor Address: 1355 N. WALTON WALKER BLVD., DALLAS, TX, 752111042
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $7.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 282 | $7.1M | $214,780 | $368,482 |
| 2023 | 258 | $7.3M | $201,802 | $373,216 |
| 2022 | 208 | $5.9M | $191,592 | $355,440 |
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 |
|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | SERVICE PROVIDER | — | $19,780 | $19,780 |
| KHA ACCOUNTANTS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WELLS FARGO CLEARING SERVICES, LLC — SERVICE PROVIDER
- KHA ACCOUNTANTS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,780
- Estimated Expense Ratio: 0.277% 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 | $8,529 | — | $6,799 | — | — |
| 2023 | $7,211 | — | $5,226 | — | — |
| 2022 | $7,290 | — | $5,250 | — | — |