How big is Conrad Roofing Service Inc.'s plan?

Conrad Roofing Service Inc.'s plan reported $73K in assets and 2 participants for 2024.

Original filing (PDF)20250707070221NAL0003510209001

Conrad Roofing Service Inc.

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Conrad Roofing Service Inc. held $73K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$73K

Net assets (EOY)

$73K

People on this filing

Shirley Horner signed Conrad Roofing Service Inc.'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

Conrad Roofing Service Inc.'s EIN is 94-1533320.

EIN 94-1533320

Plan number 001

Plan year 2024

ACK ID 20250707070221NAL0003510209001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CONRAD ROOFING SERVICE INC

EIN

all filings

Address

332 PHELAN AVE · SAN JOSE, CA · 95112

Phone

(408) 294-7615

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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