Able Roofing 401(k) & Profit Sharing Plan
Sponsored by Able Roofing, Llc · EIN 311487386 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 203
- With balances
- 416
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $34,623 |
| Raymond James And Associates Inc | Investment advisory (plan) | $26,018 |
| Creative Retirement Systems, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $20,889 |
| Transamerica Trust Company | Trustee (institutional) | $167 |