How big is Excel Roofing, Inc.'s plan?

Excel Roofing, Inc.'s plan reported $4.8M in assets and 29 participants for 2024.

Original filing (PDF)20250612155846NAL0048228594001

Excel Roofing, Inc.

Name: Excel Roofing, Inc. — Excel Roofing 401(k) Plan, Form 5500 (2024)
Creator: Excel Roofing, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excel Roofing 401(k) Plan

401(k) retirement plan · Excel Roofing, Inc.'s Excel Roofing 401(k) Plan held $4.8M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

James E Bretz signed Excel Roofing, Inc.'s 2024 Form 5500 as plan administrator.

James E Bretz — 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

Excel Roofing, Inc.'s EIN is 84-1270647.

EIN 84-1270647

Plan number 001

Plan year 2024

ACK ID 20250612155846NAL0048228594001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Excel Roofing, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Helping the score