Retirement plan

ALAN D. KUNSMAN ROOFING & SIDING, INC. , 401(K) & PROFIT SHARING PLAN

Name: ALAN D. KUNSMAN ROOFING & SIDING, INC. - ALAN D. KUNSMAN ROOFING & SIDING, INC. , 401(K) & PROFIT SHARING PLAN (2025) Form 5500
Creator: ALAN D. KUNSMAN ROOFING & SIDING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALAN D. KUNSMAN ROOFING & SIDING, INC. , 401(K) & PROFIT SHARING PLAN, ALAN D. KUNSMAN ROOFING & SIDING, INC.

ALAN D. KUNSMAN ROOFING & SIDING, INC.EIN 23-2041093Plan #003PY 2025

203 WASHINGTON STREET - FREEMANSBURG, PA 18017610-865-6990alankunsmanroofing.comLinkedIn51-200 employeesconstruction

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$18.5M

+13.8% from 2024

Total participants

131

+10.1% from 2024

Average account balance

$153,124

+2.5% from 2024

Annual return

12.05%

-1.10 pp from 2024

Benchmarks

See 7,520 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort7,520 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.53M

Not enough data

1 years with asset history on file

Average account balance

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

$153K

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.

121

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.

149.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.01M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6545

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 codes2E2G2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$792K

$9777 / participant

Other / not subdivided$792K100.0%

% of EOY assets

4.274%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$153,124

$93,345+64.0%

$119,126+28.5%

$87,485+75.0%

Participation rate

87.7%

68.7%+18.9pp

75.8%+11.9pp

68.9%+18.7pp

Annual return

12.05%

19.08%-7.0pp

282.11%-270.1pp

26.06%-14.0pp

Employer contribution / active EE

$10,483

$3,172+230.5%

$4,034+159.9%

$2,596+303.8%

Participant deferral / active EE

$2,009

$4,099-51.0%

$5,318-62.2%

$4,274-53.0%

Admin fee / account holder

$6,545

$8,039-18.6%

$10,693-38.8%

$7,775-15.8%

ALAN D. KUNSMAN ROOFING & SIDING, INC. , 401(K) & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALAN D. KUNSMAN ROOFING & SIDING, INC. , 401(K) & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion