Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HERITAGE ROOFING, INC.
EIN 88-0423064ConstructionLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
20
P.O. BOX 4611 - INCLINE VILLAGE, NV 89450775-831-1144
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 20 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
HERITAGE ROOFING, INC. 401(K) PLAN
401k
Assets$967K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HERITAGE ROOFING, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$860K
Participants8
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 | HERITAGE ROOFING, INC. 401(K) PLAN | 401k | $967K | 12 | 2024 | |
| 002 | HERITAGE ROOFING, INC. CASH BALANCE PENSION PLAN | CashBalance | $860K | 8 | 2024 |
Retirement plans