How big is Heritage Roofing Inc.'s plan?

Heritage Roofing Inc.'s plan reported $379K in assets and 5 participants for 2022.

Original filing (PDF)20231003123815NAL0011502371001

Heritage Roofing Inc.

Name: Heritage Roofing Inc. — Heritage Roofing Inc. 401(k), Form 5500 (2022)
Creator: Heritage Roofing Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heritage Roofing Inc. 401(k) Plan

401(k) retirement plan · Heritage Roofing Inc.'s Heritage Roofing Inc. 401(k) Plan held $379K in plan assets for 5 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$379K

Net assets (EOY)

$379K

People on this filing

Deborah Query signed Heritage Roofing Inc.'s 2022 Form 5500 as plan administrator.

Deborah Query — 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

Heritage Roofing Inc.'s EIN is 30-0184289.

EIN 30-0184289

Plan number 001

Plan year 2022

ACK ID 20231003123815NAL0011502371001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Heritage Roofing Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Heritage Roofing Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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

HERITAGE ROOFING INC

EIN

all filings

Address

925 MID ATLANTIC PKWY · MARTINSBURG, WV · 25404

Phone

(304) 263-9494

Industry

Construction

Plan administrator