Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WBR, INC. DBA BRUCE'S TRI-STATE ROOFING
EIN 61-0975325ConstructionLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
27
320 EAST 14TH STREET, PO BOX 1323 - OWENSBORO, KY 42303270-683-0610
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 27 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WBR, INC. DBA BRUCE'S TRI-STATE ROOFING EMPLOYEES 401(K) PROFIT SHARING PLAN
401k
Assets$2.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WBR, INC. DBA BRUCE'S TRI-STATE ROOFING EMPLOYEES PREVAILING WAGE PLAN
MoneyPurchase
Assets$88K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WBR, INC. DBA BRUCE'S TRI-STATE ROOFING EMPLOYEES 401(K) PROFIT SHARING PLAN | 401k | $2.3M | 14 | 2024 | |
| 002 | WBR, INC. DBA BRUCE'S TRI-STATE ROOFING EMPLOYEES PREVAILING WAGE PLAN | MoneyPurchase | $88K | 13 | 2024 |
Retirement plans