How big is Heritage Pro Roofing's plan?

Heritage Pro Roofing's plan reported $14K in assets and 8 participants for 2024.

Original filing (PDF)20250717174741NAL0000409651001

Heritage Pro Roofing

Name: Heritage Pro Roofing — Form 5500 (2024)
Creator: Heritage Pro Roofing
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Heritage Pro Roofing held $14K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

Shirley Horner signed Heritage Pro Roofing's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Heritage Pro Roofing's EIN is 87-1558792.

EIN 87-1558792

Plan number 001

Plan year 2024

ACK ID 20250717174741NAL0000409651001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

HERITAGE PRO ROOFING

EIN

all filings

Address

4255 TEMESCAL AVE · NORCO, CA · 92860

Phone

(909) 935-3695

Industry

Construction

Plan administrator