Plan Snapshot
- Plan Sponsor: The Roof Depot, INC.
- Sponsor EIN: 582385323
- Sponsor Address: 705 HEMBREE PL, ROSWELL, GA, 30076
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 158 | $2.7M | $301,411 | $732,257 |
| 2023 | 150 | $1.6M | $270,828 | $629,393 |
| 2022 | 117 | $604,892 | $177,860 | $363,449 |
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 |
|---|---|---|---|---|
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO LLP — 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 |
|---|---|---|---|---|---|
| 2024 | $15,045 | $10,853 | — | — | — |
| 2023 | $7,739 | $5,037 | — | — | — |
| 2022 | $2,973 | — | — | — | — |