Original filing (PDF)20251006165947NAL0006677136001

ACADEMY ROOFING, INC.

Name: ACADEMY ROOFING, INC. — ACADEMY ROOFING, INC. 401(K) PLAN, Form 5500 (2024)
Creator: ACADEMY ROOFING, INC.

Form 5500

FILING_RECEIVED

ACADEMY ROOFING, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

109

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
No recordkeeper disclosed on Schedule C.
Only 49% as many balances as active participants — suggests many active employees aren't deferring.

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.

Decision-maker contacts

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

Plan sponsor

Name

ACADEMY ROOFING, INC.

EIN

84-0858941

Address

1610 JASPER STREET · AURORA, CO · 80011

Phone

(303) 360-0708

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.