Original filing (PDF)20231020091816NAL0000955779001

COPELAND ROOFING & SIDING, INC.

Name: COPELAND ROOFING & SIDING, INC. — COPELAND ROOFING & SIDING 401K PLAN, Form 5500 (2022)
Creator: COPELAND ROOFING & SIDING, INC.

Form 5500-SF

FILING_RECEIVED

COPELAND ROOFING & SIDING 401K PLAN

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 COPELAND ROOFING & SIDING, INC..

Plan sponsor

Name

COPELAND ROOFING & SIDING, INC.

EIN

31-1680818

Address

2855 RHETT DR · BEAVERCREEK, OH · 454346236

Phone

(937) 426-2956

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2023-10-20

Pension benefit codes

2J · 401(k) feature

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

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