Assets by plan
Share of aggregate retirement assets
Filings through .
Kelley Brothers Roofing, Inc.
EIN 31-1121475constructionLatest filing 2025
Plans
2
Retirement
2
$26.4M assets
Health & Benefits
0
Participants
190
4905 FACTORY ROAD - FAIRFIELD, OH 450141916513-829-7717kbroof.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $26.4M assets / 190 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
KELLEY BROTHERS ROOFING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$21.7M
Participants87
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
KELLEY BROTHERS ROOFING, INC. 401(K) RETIREMENT PLAN
401(k)
Assets$4.7M
Participants103
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | KELLEY BROTHERS ROOFING, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $21.7M | 87 | 2025 |
| #001 | KELLEY BROTHERS ROOFING, INC. 401(K) RETIREMENT PLAN | 401(k) | $4.7M | 103 | 2025 |
- #002 · ESOP · 202587
- #001 · 401(k) · 2025103
Retirement plans