· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KATO ROOFING INC. — KATO ROOFING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250729140110NAL0001370371001
KATO ROOFING INC.
Form 5500-SF
FILING_RECEIVED
KATO ROOFING 401(K) PLAN
401(k) retirement plan
Active participants
36
Accounts w/ balance
41
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KATO ROOFING INC.
.
Find decision makers
Plan sponsor
Name
KATO ROOFING INC.
EIN
41-1730975
Address
321 LUNDIN BOULEVARD · MANKATO, MN · 56001
Phone
(507) 388-4112
Industry
Plumbing, Heating, AC Contractors
· Construction
see 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
2025-07-29
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)
2S · Automatic enrollment
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
CV CARLSTON HEATING & A/C, INC.
CV CARLSTON HEATING & A/C 401(K) SAFE HARBOR PLAN
$1.3M · 16 participants
WHITLOCK PLUMBING AND HEATING, INC.
WHITLOCK PLUMBING AND HEATING, INC. PROFIT SHARING PLAN
$1.3M · 12 participants
HAROLD MCMAHON INC
HAROLD MCMAHON, INC. 401(K) PROFIT SHARING PLAN
$1.3M · 8 participants
HARBOR CITY PLUMBING
HARBOR CITY AND MILE ROCK RETIREMENT PLAN
$1.3M · 16 participants
GREENWAY HVAC & REFRIGERATION SERVICES, LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GREENWAY HVAC & REFRIGERATION SERVICES, LLC 401(K) PLAN
$1.3M · 58 participants
SHENANDOAH AIR CONDITIONING & HEATING INC.
SHENANDOAH AIR CONDITIONING & HEATING INC. 401(K) PLAN
$1.3M · 37 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
