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Sponsor portfolio

SONNTAG ROOFING & GUTTERS, LLC

EIN 46-2370832-Construction-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
20
1402 WALNUT STREET - DALLAS CENTER, IA 50063515-823-4438LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$758K - 12 part#002CashBalance-$301K - 8 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • LLC RETIREMENT PLAN (#001)72%
  • CASH BALANCE PLAN (#002)28%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT PLAN (#001)12
  • CASH BALANCE PLAN (#002)8
Total 20Click 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#001

SONNTAG ROOFING & GUTTERS, LLC RETIREMENT PLAN

401k

Assets$758K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SONNTAG ROOFING & GUTTERS, LLC CASH BALANCE PLAN

CashBalance

Assets$301K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SONNTAG ROOFING & GUTTERS, LLC RETIREMENT PLAN401k$758K122024
002SONNTAG ROOFING & GUTTERS, LLC CASH BALANCE PLANCashBalance$301K82024
Retirement plans
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