· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ANDERSON ROOFING & SHEET METAL WORKS, INC. — ANDERSON ROOFING & SHEET METAL WORKS, INC. PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250729092451NAL0001473299001
ANDERSON ROOFING & SHEET METAL WORKS, INC.
Form 5500-SF
FILING_RECEIVED
ANDERSON ROOFING & SHEET METAL WORKS, INC. PROFIT SHARING PLAN & TRUST
Defined-contribution retirement plan
Active participants
18
Accounts w/ balance
24
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
ANDERSON ROOFING & SHEET METAL WORKS, INC.
.
Find decision makers
Plan sponsor
Name
ANDERSON ROOFING & SHEET METAL WORKS, INC.
EIN
54-0675830
Address
2633 PAPERMILL RD. · WINCHESTER, VA · 22601
Phone
(540) 662-2586
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-07-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
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
Related plans
Similar-size Construction plans
BARATTO BROTHERS CONSTRUCTION, INC.
BARATTO BROS CONSTRUCTION 401K PLAN
$2.4M · 35 participants
BLAKE TAYLOR DEVELOPMENTS, INC.
BLAKE TAYLOR DEVELOPMENTS, INC. 401(K) PLAN
$2.4M · 2 participants
CILLESSEN & SONS, INC.
CILLESSEN & SONS, INC. 401(K) PLAN
$2.4M · 87 participants
JACOBSON CONTRACTING, INC.
JACOBSON CONTRACTING, INC. PROFIT-SHARING PLAN
$2.4M · 9 participants
HIGGINBOTHAM BROS., INCORPORATED
HIGGINBOTHAM BROTHERS, INC. PROFIT SHARING PLAN
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.
$2.4M · 3 participants
STANFORD CARR DEVELOPMENT, LLC
STANFORD CARR DEVELOPMENT, LLC 401(K) PROFIT SHARING PLAN
$2.4M · 15 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B