How big is Elliott and SON Roofing's plan?

Elliott and SON Roofing's plan reported $3K in assets and 13 participants for 2024.

Original filing (PDF)20250521110234NAL0002300227001

Elliott and SON Roofing

Name: Elliott and SON Roofing — Elliott and SON Roofing, Form 5500 (2024)
Creator: Elliott and SON Roofing
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elliott and SON Roofing 401(k)

401(k) retirement plan · Elliott and SON Roofing's Elliott and SON Roofing 401(k) held $3K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

KIM Bergman signed Elliott and SON Roofing's 2024 Form 5500 as plan administrator.

KIM Bergman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Elliott and SON Roofing's EIN is 68-0110345.

EIN 68-0110345

Plan number 001

Plan year 2024

ACK ID 20250521110234NAL0002300227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elliott and SON Roofing from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elliott and SON Roofing's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELLIOTT AND SON ROOFING.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off