Original filing (PDF)20251013091824NAL0000917777001

SCHENA ROOFING & SHEET METAL COMPANY, INC.

Name: SCHENA ROOFING & SHEET METAL COMPANY, INC. — SCHENA ROOFING & SHEET METAL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: SCHENA ROOFING & SHEET METAL COMPANY, INC.

Form 5500

FILING_RECEIVED

SCHENA ROOFING & SHEET METAL CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holding100% employer stock

Active participants

Accounts w/ balance

110

Plan assets (EOY)

$3.2M

Net assets (EOY)

-$11.7M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHENA ROOFING & SHEET METAL COMPANY, INC..

Plan sponsor

Name

SCHENA ROOFING & SHEET METAL COMPANY, INC.

EIN

38-1895735

Address

28299 KEHRIG ST · CHESTERFIELD, MI · 480475248

Phone

(586) 949-4777

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

VRAKAS S.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $3.2M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Schena Roofing and Sheet Metal Co., Inc. 500,000 shares of common stock	—	—	$18.7M	$3.2M	99.9%

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