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Sponsor portfolio

WOLFF ROOFING LLC

EIN 84-4831873-Construction-Latest filing 2024
Plans
3
Retirement
2
$222K assets
Welfare
1
Participants
57
1219 S. TAMIAMI TRAIL - SARASOTA, FL 34239941-920-1805
Plans on this EIN
3 filings
#001CashBalance-$132K - 15 part#002ProfitSharing-$90K - 27 part#001Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $222K assets / 42 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CASH BALANCE PLAN (#001)60%
  • PROFIT SHARING PLAN (#002)40%
Total $222KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)27
  • CASH BALANCE PLAN (#001)15
Total 42Click 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

WOLFF ROOFING LLC CASH BALANCE PLAN

CashBalance

Assets$132K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WOLFF ROOFING LLC PROFIT SHARING PLAN

ProfitSharing

Assets$90K
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001

WOLFF ROOFING LLC CASH BALANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WOLFF ROOFING LLC CASH BALANCE PLANCashBalance$132K152024
002WOLFF ROOFING LLC PROFIT SHARING PLANProfitSharing$90K272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
001WOLFF ROOFING LLC CASH BALANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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