How big is Walter Brown Roofing, LLC's plan?

Walter Brown Roofing, LLC's plan reported $505K in assets and 9 participants for 2024.

Original filing (PDF)20250709114418NAL0008053328001

Walter Brown Roofing, LLC

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

Form 5500-SF

FILING_RECEIVED

Walter Brown Roofing, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Walter Brown Roofing, LLC's Walter Brown Roofing, LLC 401(k) Profit Sharing Plan and Trust held $505K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$505K

Net assets (EOY)

$505K

People on this filing

LISA Shutt signed Walter Brown Roofing, LLC's 2024 Form 5500 as plan administrator.

LISA Shutt — 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

Walter Brown Roofing, LLC's EIN is 26-3963193.

EIN 26-3963193

Plan number 002

Plan year 2024

ACK ID 20250709114418NAL0008053328001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Walter Brown Roofing, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALTER BROWN ROOFING, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

WALTER BROWN ROOFING, LLC

EIN

all filings

Address

5220 WASHINGTON BLVD. · BALTIMORE, MD · 21227

Phone

(410) 796-4322

Industry

Construction

Plan administrator