Cole Roofing Co., Inc. Profit Sharing Plan & Trust
Sponsored by Cole Roofing Co., Inc. · EIN 520599184 · Plan #001
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 89
- With balances
- 182
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 |
|---|---|---|
| Compton Financial Group, Llc CRD 319442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Red Oak Retirement | Contract administrator | $15,137 |
| The Vanguard Group, Inc. | Recordkeeping fees, Other fees | $14,855 |
| Compton Financial Group | Investment advisory (plan) | $12,717 |
| Lpl Financial | Investment management fees (direct) | $0 |