How big is Custom Design Roofing, LLC's plan?

Custom Design Roofing, LLC's plan reported $112K in assets and 14 participants for 2024.

Original filing (PDF)20250924150949NAL0010787122001

Custom Design Roofing, LLC

Name: Custom Design Roofing, LLC — Custom Design Roofing, Form 5500 (2024)
Creator: Custom Design Roofing, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Custom Design Roofing 401(k) Profit Sharing Plan

401(k) retirement plan · Custom Design Roofing, LLC's Custom Design Roofing 401(k) Profit Sharing Plan held $112K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$112K

Net assets (EOY)

$112K

People on this filing

William Phinizy signed Custom Design Roofing, LLC's 2024 Form 5500 as plan administrator.

William Phinizy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Custom Design Roofing, LLC's EIN is 20-5986248.

EIN 20-5986248

Plan number 001

Plan year 2024

ACK ID 20250924150949NAL0010787122001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Custom Design Roofing, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Custom Design Roofing, LLC'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 CUSTOM DESIGN ROOFING, LLC.

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Plan health score

Above-average plan

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

Knocking points off