Back to filter
Original filing (PDF)20250515151451NAL0014848467001
APPLE ROOFING ADMINISTRATIVE SERVICES
Form 5500
FILING_RECEIVED
APPLE ROOFING ADMINISTRATIVE SERVICES HEALTH AND WELFARE BENEFITS PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
228
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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 APPLE ROOFING ADMINISTRATIVE SERVICES.
Plan sponsor
Name
APPLE ROOFING ADMINISTRATIVE SERVICES
EIN
87-1813259
Address
3001 E. PLANO PARKWAY · SUITE 100 · PLANO, TX · 75074
Phone
(972) 675-7663
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
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.
Related plans
Similar-size Construction plans
SEEBURGER AND SONS ROOFING INC
SEEBURGER & SONS ROOFING INC 401K PLAN
$0
WESTFALL INC. DBA COAST CONSTRUCTION
WESTFALL INC. DBA COAST CONST 401(K) P/S PLAN
$0
BLUE STAR STEEL INC
BLUE STAR STEEL INC 401K
$0
AUSTIN CONSTRUCTION, INC.
AUSTIN CONSTRUCTION, INC. 401K RETIREMENT SAVINGS PLAN
$0
NEIGHBORHOOD HEATING AND COOLING, LLC
DANIEL HOOD ROOFING SYSTEMS 401(K) PLAN
$0
MASONRY DESIGN, INC.
MASONRY DESIGN, INC. 401(K) PROFIT SHARING PLAN
$0
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants