Retirement plan

TRUCRAFT 401K RETIREMENT SAVINGS PLAN

Name: TRUCRAFT ROOFING, LLC - TRUCRAFT 401K RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: TRUCRAFT ROOFING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRUCRAFT 401K RETIREMENT SAVINGS PLAN, TRUCRAFT ROOFING, LLC

TRUCRAFT ROOFING, LLCEIN 27-3250335Plan #001PY 2025

807 ROUND BOTTOM ROAD - MILFORD, OH 45150513-965-9200trucraft.usLinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+34.3% from 2024

Total participants

+11.7% from 2024

Average account balance

$24,874

+25.1% from 2024

Annual return

16.55%

+5.17 pp from 2024

Benchmarks

See 13,239 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort13,239 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.82M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

104.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$449K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+16.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3085

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 codes2E2F2G2J3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$225K

$3217 / participant

Other / not subdivided$225K100.0%

% of EOY assets

12.403%

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

$24,874

$88,672-71.9%

$105,223-76.4%

$82,448-69.8%

Participation rate

81.4%

67.9%+13.5pp

75.0%+6.4pp

68.1%+13.4pp

Annual return

16.55%

30.86%-14.3pp

180.65%-164.1pp

41.64%-25.1pp

Employer contribution / active EE

$3,546

$3,048+16.3%

$3,689-3.9%

$2,551+39.0%

Participant deferral / active EE

$2,872

$4,036-28.8%

$5,072-43.4%

$4,139-30.6%

Admin fee / account holder

$3,085

$7,146-56.8%

$8,859-65.2%

$7,234-57.4%

TRUCRAFT 401K RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRUCRAFT 401K RETIREMENT SAVINGS 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