Original filing (PDF)20240815122123NAL0013051921001

VALENTINE ROOFING, INC.

Name: VALENTINE ROOFING, INC. — VALENTINE ROOFING, INC. 401(K) P/S PLAN, Form 5500 (2023)
Creator: VALENTINE ROOFING, INC.

Form 5500

FILING_RECEIVED

VALENTINE ROOFING, INC. 401(K) P/S PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

10 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALENTINE ROOFING, INC..

Plan sponsor

Name

VALENTINE ROOFING, INC.

EIN

80-0177243

Address

400 INDUSTRY DRIVE, SUITE 120 · TUKWILA, WA · 98188

Phone

(206) 575-7656

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-06-14

Filed

2024-08-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

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

Service providers (Schedule C)

No Schedule C providers reported

Investments

10 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
SIA TD 2025 2 ALTA TRUST COMPANY · EIN 83-1286100 / PN 001	Common Collective Trust	$0	—
SIA TD 2030 2 ALTA TRUST COMPANY · EIN 83-1300171 / PN 001	Common Collective Trust	$0	—
SIA TD 2050 2 ALTA TRUST COMPANY · EIN 83-1373905 / PN 001	Common Collective Trust	$0	—
SIA TD 2055 2 ALTA TRUST COMPANY · EIN 83-1392402 / PN 001	Common Collective Trust	$0	—
SIA TD 2060 2 ALTA TRUST COMPANY · EIN 83-1401342 / PN 001	Common Collective Trust	$0	—
SIA LARGE CAP GRTH 2 ALTA TRUST COMPANY · EIN 83-1419179 / PN 001	Common Collective Trust	$0	—
SIA TD 2035 2 ALTA TRUST COMPANY · EIN 83-1318731 / PN 001	Common Collective Trust	$0	—
SIA TD 2040 2 ALTA TRUST COMPANY · EIN 83-1335569 / PN 001	Common Collective Trust	$0	—
TRP STABLE VALUE N T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001	Common Collective Trust	$0	—
SIA TD 2045 2 ALTA TRUST COMPANY · EIN 83-1358106 / PN 001	Common Collective Trust	$0	—

1–10 of 10

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