Original filing (PDF)20250529081809NAL0004720259001

BURCH SHEET METAL DN BUILDING SUPPLY LLC

Name: BURCH SHEET METAL DN BUILDING SUPPLY LLC — BURCH SHEET METAL EMPLOYEE 401K, Form 5500 (2024)
Creator: BURCH SHEET METAL DN BUILDING SUPPLY LLC

Form 5500-SF

FILING_RECEIVED

BURCH SHEET METAL EMPLOYEE 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURCH SHEET METAL DN BUILDING SUPPLY LLC.

Plan sponsor

Name

BURCH SHEET METAL DN BUILDING SUPPLY LLC

EIN

26-0879003

Address

13113 APEX DRIVE · WALTON, KY · 41094

Phone

(513) 260-3300

Industry

Manufacturingsee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-05-14

Filed

2025-05-29

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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