How big is Smart Roof's plan?

Smart Roof's plan reported $3.1M in assets and 128 participants for 2024.

Original filing (PDF)20251015200326NAL0007353104001

Smart Roof

Name: Smart Roof — Smart Roof 401(k) Plan, Form 5500 (2024)
Creator: Smart Roof
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smart Roof 401(k) Plan

401(k) retirement plan · Smart Roof's Smart Roof 401(k) Plan held $3.1M in plan assets for 128 participants in 2024.

Signals · 1

No auditor on file

Active participants

128

Accounts w/ balance

195

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Smart Roof's EIN is 47-5470097.

EIN 47-5470097

Plan number 001

Plan year 2024

ACK ID 20251015200326NAL0007353104001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smart Roof from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smart Roof's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMART ROOF.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SMART ROOF

EIN

all filings

Address

3900 JERMANTOWN RD · SUITE 490 · FAIRFAX, VA · 22030

Phone

(703) 291-1173

Industry

Construction

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

AUSTIN, TX

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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