· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WARKO ROOFING CO., INC. — WARKO ROOFING CO., INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250304082524NAL0006831329001
WARKO ROOFING CO., INC.
Form 5500-SF
FILING_RECEIVED
WARKO ROOFING CO., INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
13
Accounts w/ balance
17
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WARKO ROOFING CO., INC.
.
Find decision makers
Plan sponsor
Name
WARKO ROOFING CO., INC.
EIN
23-1485505
Address
18 MORGAN DRIVE · READING, PA · 19608
Phone
(610) 796-4545
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Name
WARKO ROOFING CO., INC.
EIN
23-1485505
City
READING, PA
Phone
(610) 796-4545
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-04
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
YOUNG'S AIR CONDITIONING
YOUNGS AIR CONDITIONING RETIREMENT PLAN
$4.3M · 38 participants
BASKERVILLE-PARSONS CONTRACTORS, INC.
BASKERVILLE-PARSONS CONTRACTORS, INC. 401(K) PLAN
$4.3M · 58 participants
GREAT LAKES MECHANICAL, INC.
GREAT LAKES MECHANICAL, INC. 401(K) SAVINGS PLAN
$4.3M · 17 participants
BDT MECHANICAL, LLC
BDT MECHANICAL, LLC 401(K) PROFIT SHARING PLAN
$4.3M · 82 participants
SOUTH BAY HEATING & AIR CONDITIONING, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
SOUTH BAY HEATING & AIR CONDITIONING, INC. 401(K) PLAN
$4.3M · 19 participants
KALOS SERVICES INC.
KALOS SERVICES INC. 401(K) PLAN
$4.3M · 303 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
