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Original filing (PDF)20251008161408NAL0003421091001
CAPEWAY ROOFING SYSTEMS, INC.
Form 5500
FILING_RECEIVED
CAPEWAY ROOFING SYSTEMS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
96
Accounts w/ balance
106
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.1M
How this plan invests
This plan
17 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "NATIONWIDE LIFE INSURANCE NATIONWIDE FIXED SELECT OPTION" is 33% of plan.
Helping the score
- Below-peer total fees (29 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPEWAY ROOFING SYSTEMS, INC..
Plan sponsor
Name
CAPEWAY ROOFING SYSTEMS, INC.
EIN
04-2899319
Address
664 SANFORD ROAD · WESTPORT, MA · 027904032
Phone
(508) 674-0800
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SANSIVERI KIMBALL & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPENSATION PLANNING INC. | 05-0386704 | WARWICK, RI | RECORDKEEPER | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | CONTACT ADMINISTRATOR | $15K | — |
Investments
16 direct securities · 17 pooled funds· $11.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$6.9M
17 holdings
Uncategorized
$4.7M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NW FIXED SELECT OPTION NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $2.3M | 31.7% | |
| NATIONWIDE LIFE INSURANCE INV DESTINATIONS MODERATE | — | — | — | $739K | 10.3% | |
| NW INV DEST MOD R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $739K | 10.3% | |
| VANGUARD TARGET RETIREMENT 2040 INV FD | — | — | — | $689K | 9.6% | |
| VNGRD TRGT RTRMT 2040 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $689K | 9.6% | |
| VANGUARD TARGET RETIREMENT 2035 INV FD | — | — | — | $580K | 8.1% | |
| VNGRD TRGT RTRMT 2035 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $580K | 8.1% | |
| VANGUARD TARGET RETIREMENT 2045 INV FD | — | — | — | $491K | 6.8% | |
| VNGRD TRGT RTRMT 2045 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $491K | 6.8% | |
| VANGUARD TARGET RETIREMENT 2030 INV FD | — | — | — | $442K | 6.2% | |
| VNGRD TRGT RTRMT 2030 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $442K | 6.2% | |
| NATIONWIDE LIFE INSURANCE INV DESTINATIONS MODERATE AGG | — | — | — | $401K | 5.6% | |
| NW INV DEST MOD AGGR R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $401K | 5.6% | |
| VANGUARD TARGET RETIREMENT 2055 INV FD | — | — | — | $367K | 5.1% | |
| VNGRD TRGT RTRMT 2055 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $367K | 5.1% | |
| VANGUARD TARGET RETIREMENT 2025 INV FD | — | — | — | $270K | 3.8% | |
| VNGRD TRGT RTRMT 2025 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $270K | 3.8% | |
| FEDERATED HERMES GOVERNMENT OBLIGATIONS FUND 191 * NATIONWIDE LIFE INSURANCE INV DESTINATIONS AGGRESSIVE | — | — | — | $255K | 3.6% | |
| NW INV DEST AGGR R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $255K | 3.6% | |
| NATIONWIDE LIFE INSURANCE INV DESTINATIONS MOD CONSERV | — | — | — | $238K | 3.3% | |
| NW INV DEST MOD CNSRV R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $238K | 3.3% | |
| VANGUARD TARGET RETIREMENT 2050 INV FD | — | — | — | $95K | 1.3% | |
| VNGRD TRGT RTRMT 2050 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $95K | 1.3% | |
| NATIONWIDE LIFE INSURANCE INV DESTINATIONS CONSERVATIVE | — | — | — | $43K | 0.6% | |
| NW INV DEST CNSRV R6 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $43K | 0.6% | |
| VANGUARD TARGET RETIREMENT 2060 INV FD | — | — | — | $27K | 0.4% | |
| VNGRD TRGT RTRMT 2060 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $27K | 0.4% | |
| VNGRD TRGT RTRMT 2070 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $18K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2070 INV FD | — | — | — | $18K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2020 INV FD | — | — | — | $9K | 0.1% | |
| VNGRD TRGT RTRMT 2020 INV NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $9K | 0.1% | |
| VANGUARD TARGET RETIREMENT INCOME FD | — | — | — | $6K | <0.1% | |
| VNGRD TRGT RTRMT INC NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $6K | <0.1% |
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