Original filing (PDF)20250729172325NAL0001502035001

CARLON ROOFING & SHEET METAL, INC.

Name: CARLON ROOFING & SHEET METAL, INC. — CARLON ROOFING & SHEET METAL RETIREMENT PLAN, Form 5500 (2024)
Creator: CARLON ROOFING & SHEET METAL, INC.

Form 5500-SF

FILING_RECEIVED

CARLON ROOFING & SHEET METAL RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$729K

Net assets (EOY)

$729K

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLON ROOFING & SHEET METAL, INC..

Plan sponsor

Name

CARLON ROOFING & SHEET METAL, INC.

EIN

61-1172306

Address

1430 SELINDA AVENUE · LOUISVILLE, KY · 40213

Phone

(502) 458-9898

Industry

Constructionsee all

Plan administrator