How big is J.R. Nelson Roofing, Inc.'s plan?

J.R. Nelson Roofing, Inc.'s plan reported $1.6M in assets and 24 participants for 2024.

Original filing (PDF)20251014184248NAL0001767267001

J.R. Nelson Roofing, Inc.

Name: J.R. Nelson Roofing, Inc. — J.R. Nelson Roofing, Form 5500 (2024)
Creator: J.R. Nelson Roofing, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J.R. Nelson Roofing, Inc. 401(k) P/S Plan

401(k) retirement plan · J.R. Nelson Roofing, Inc.'s J.R. Nelson Roofing, Inc. 401(k) P/S Plan held $1.6M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

J.R. Nelson Roofing, Inc.'s EIN is 20-0515403.

EIN 20-0515403

Plan number 001

Plan year 2024

ACK ID 20251014184248NAL0001767267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J.R. Nelson Roofing, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J.R. Nelson Roofing, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J.R. NELSON ROOFING, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score