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  2. ROOF MANAGEMENT, INC.
Sponsor portfolio

ROOF MANAGEMENT, INC.

EIN 61-1260942-construction-Latest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
39
2900 AXTON LANE - GOSHEN, KY 40026502-228-7298roofmgmt.netLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filings
#002CashBalance-$2.8M - 18 part#001401k-$1.6M - 21 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 39 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PENSION (#002)64%
  • MANAGEMENT 401K PLAN (#001)36%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MANAGEMENT 401K PLAN (#001)21
  • CASH BALANCE PENSION (#002)18
Total 39Click 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

ROOF MANAGEMENT, INC CASH BALANCE PENSION PLAN

CashBalance

Assets$2.8M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ROOF MANAGEMENT 401K PLAN

401k

Assets$1.6M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROOF MANAGEMENT, INC CASH BALANCE PENSION PLANCashBalance$2.8M182024
001ROOF MANAGEMENT 401K PLAN401k$1.6M212024
Retirement plans
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