Retirement plan

SRS RETIREMENT SAVINGS PLAN

Name: SRS ROOFING & SHEET METAL, INC. - SRS RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: SRS ROOFING & SHEET METAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SRS RETIREMENT SAVINGS PLAN, SRS ROOFING & SHEET METAL, INC.

SRS ROOFING & SHEET METAL, INC.EIN 20-3056563Plan #001PY 2025

818 BAKKE AVENUE - WATERFORD, WI 53185262-514-3105srsroofandmetal.comLinkedIn1-10 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.3M

+30.5% from 2024

Total participants

0.0% from 2024

Average account balance

$234,392

+30.5% from 2024

Annual return

19.35%

+9.03 pp from 2024

Benchmarks

See 24,949 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort24,949 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.34M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$234K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$200K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.35%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$234,392

$129,737+80.7%

$119,126+96.8%

$154,746+51.5%

Participation rate

100.0%

78.9%+21.1pp

75.8%+24.2pp

80.7%+19.3pp

Annual return

19.35%

379.08%-359.7pp

282.11%-262.8pp

172.34%-153.0pp

Employer contribution / active EE

$17,312

$4,375+295.7%

$4,034+329.2%

$4,379+295.3%

Participant deferral / active EE

$7,744

$5,842+32.6%

$5,318+45.6%

$6,730+15.1%

Admin fee / account holder

$11,961-100.0%

$10,693-100.0%

$14,365-100.0%

SRS RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SRS RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion