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  2. KELLEY BROTHERS ROOFING, INC.
Sponsor portfolio

KELLEY BROTHERS ROOFING, INC.

EIN 31-1121475-construction-Latest filing 2025
Plans
2
Retirement
2
$26.4M assets
Welfare
0
Participants
190
4905 FACTORY ROAD - FAIRFIELD, OH 45014513-829-7717kbroof.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#002ESOP-$21.7M - 87 part#001401k-$4.7M - 103 part

Retirement portfolio analytics

2 plans aggregated / $26.4M assets / 190 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • EMPLOYEE STOCK OWNERSHIP (#002)82%
  • 401(K) RETIREMENT PLAN (#001)18%
Total $26.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)103
  • EMPLOYEE STOCK OWNERSHIP (#002)87
Total 190Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KELLEY BROTHERS ROOFING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$21.7M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KELLEY BROTHERS ROOFING, INC. 401(K) RETIREMENT PLAN

401k

Assets$4.7M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KELLEY BROTHERS ROOFING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$21.7M872025
001KELLEY BROTHERS ROOFING, INC. 401(K) RETIREMENT PLAN401k$4.7M1032025
Retirement plans
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