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Original filing (PDF)20250930051703NAL0028554882001
BONE DRY ROOFING, INC.
Form 5500
FILING_RECEIVED
BONE DRY ROOFING 401(K) TRUST PLAN
401(k) retirement plan
Signals · 1
~77 bps in Sched C fees
Active participants
354
Accounts w/ balance
492
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 77 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BONE DRY ROOFING, INC..
Plan sponsor
Name
BONE DRY ROOFING, INC.
EIN
35-1883225
Address
7735 WINTON DRIVE, · INDIANAPOLIS, IN · 46268
Phone
(317) 396-0745
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $53K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVEST. ADVISORY | 82-0759826 | — | INVESTMENT/FINANCIAL ADVI | $22K | — |
Investments
26 direct securities · 1 pooled fund· $9.3M(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$9.2M
26 holdings
Common Collective Trust
$93K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERCENT ONECHC BD 2030 R6 | Registered Investment Companies | — | — | $1.9M | 19.4% | |
| AMERCENT ONECHC BD 2050 R6 | Registered Investment Companies | — | — | $1.1M | 11.8% | |
| AMERCENT ONECHC BD 2045 R6 | Registered Investment Companies | — | — | $855K | 8.8% | |
| AMERCENT ONECHC BD 2060 R6 | Registered Investment Companies | — | — | $843K | 8.7% | |
| AMERCENT ONECHC BD 2025 R6 | Registered Investment Companies | — | — | $670K | 6.9% | |
| AMERCENT ONECHC BD 2040 R6 | Registered Investment Companies | — | — | $661K | 6.8% | |
| AMERCENT ONECHC BD 2035 R6 | Registered Investment Companies | — | — | $645K | 6.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $510K | 5.3% | |
| AMERCENT ONECHC BD 2055 R6 | Registered Investment Companies | — | — | $410K | 4.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $341K | 3.5% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $285K | 2.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $172K | 1.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $166K | 1.7% | |
| AMERCENT ONECHC BD 2015 R6 | Registered Investment Companies | — | — | $124K | 1.3% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $93K | 1.0% | |
| DODGE & COX INCOME FUND X 11 REGISTERED INVESTMENT COMPANY JPMORGAN US VALUE R6 | Registered Investment Companies | — | — | $85K | 0.9% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $82K | 0.8% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $75K | 0.8% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $51K | 0.5% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $44K | 0.5% | |
| AMC ONE CHOICE BLENDPL INRET R | Registered Investment Companies | — | — | $37K | 0.4% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $29K | 0.3% | |
| AMERCENT ONECHC BD 2065 R6 | Registered Investment Companies | — | — | $27K | 0.3% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $22K | 0.2% | |
| HARTFORD INTL VALUE R6 | Registered Investment Companies | — | — | $21K | 0.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| BLACKROCK STRATEGICGLOBLBOND K | Registered Investment Companies | — | — | $2K | <0.1% |
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