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Sponsor portfolio

AAA ROOFING COMPANY

EIN 85-0448204-Construction-Latest filing 2024
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
59
2509 COMANCHE ROAD NE - ALBUQUERQUE, NM 87107505-244-1252aaaroofingnm.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#003CashBalance-$4.0M - 17 part#002ProfitSharing-$3.0M - 42 part

Retirement portfolio analytics

2 plans aggregated / $7.0M assets / 59 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • CASH BALANCE PENSION (#003)57%
  • PROFIT SHARING PLAN (#002)43%
Total $7.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)42
  • CASH BALANCE PENSION (#003)17
Total 59Click 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#003

AAA ROOFING COMPANY CASH BALANCE PENSION PLAN

CashBalance

Assets$4.0M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AAA ROOFING COMPANY PROFIT SHARING PLAN

ProfitSharing

Assets$3.0M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003AAA ROOFING COMPANY CASH BALANCE PENSION PLANCashBalance$4.0M172024
002AAA ROOFING COMPANY PROFIT SHARING PLANProfitSharing$3.0M422024
Retirement plans
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