Original filing (PDF)20251222144644NAL0005114611001

ROOF MANAGEMENT, INC

Name: ROOF MANAGEMENT, INC — ROOF MANAGEMENT, INC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: ROOF MANAGEMENT, INC

Form 5500-SF

FILING_RECEIVED

ROOF MANAGEMENT, INC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

ROOF MANAGEMENT, INC

EIN

61-1260942

Address

2900 AXTON LANE · GOSHEN, KY · 40026

Phone

(502) 228-7298

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-10-31

Filed

2025-12-22

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

1I · Frozen plan — no new benefit accrual

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

WINDOWS PLUS, LLC

WINDOWS PLUS, LLC 401(K) PLAN

TIP TOP ROOFERS, INC

TIP TOP ROOFERS, INC 401(K) PROFIT SHARING PLAN

THOMASVILLE GLASS & EXTERIORS

THOMASVILLE GLASS & EXTERIORS GCF BENEFIT PLAN

FOUNDATION SOLUTIONS GROUP LLC

FOUNDATION SOLUTIONS GROUP LLC CBS BENEFIT PLAN

COPELAND ROOFING & SIDING, INC.

COPELAND ROOFING & SIDING 401K PLAN