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

Heritage Roofing, Inc.'s plan reported $967K in assets and 8 participants for 2024.

Original filing (PDF)20250925192712NAL0020262258001

Heritage Roofing, Inc.

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

Form 5500-SF

FILING_RECEIVED

Heritage Roofing, Inc. 401(k) Plan

401(k) retirement plan · Heritage Roofing, Inc.'s Heritage Roofing, Inc. 401(k) Plan held $967K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$967K

Net assets (EOY)

$967K

People on this filing

KIM Ferguson signed Heritage Roofing, Inc.'s 2024 Form 5500 as plan administrator.

KIM Ferguson — 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 Roofing, Inc.'s EIN is 88-0423064.

EIN 88-0423064

Plan number 001

Plan year 2024

ACK ID 20250925192712NAL0020262258001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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