Retirement plan

M.M. SCHRANZ ROOFING, INC. 401(K) PLAN

Name: M.M. SCHRANZ ROOFING, INC. 401(K) PLAN - M.M. SCHRANZ ROOFING, INC. 401(K) PLAN (2025) Form 5500
Creator: M.M. SCHRANZ ROOFING, INC. 401(K) PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, M.M. SCHRANZ ROOFING, INC. 401(K) PLAN, M.M. SCHRANZ ROOFING, INC. 401(K) PLAN

M.M. SCHRANZ ROOFING, INC. 401(K) PLANEIN 39-0598305Plan #001PY 2025

6360 N. 60TH ST - MILWAUKEE, WI 532181335414-358-3100

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+37.7% from 2024

Total participants

+5.9% from 2024

Average account balance

$97,493

+28.5% from 2024

Annual return

18.06%

+4.49 pp from 2024

Benchmarks

See 44,465 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,465 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.46M

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$208K

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

+18.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$868

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

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

$13K

$723 / participant

Other / not subdivided$13K100.0%

% of EOY assets

0.890%

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

$97,493

$111,535-12.6%

$105,223-7.3%

$137,256-29.0%

Participation rate

83.3%

78.1%+5.2pp

75.0%+8.3pp

80.0%+3.4pp

Annual return

18.06%

237.85%-219.8pp

180.65%-162.6pp

220.34%-202.3pp

Employer contribution / active EE

$3,839

$3,939-2.5%

$3,689+4.1%

$4,156-7.6%

Participant deferral / active EE

$7,724

$5,500+40.4%

$5,072+52.3%

$6,407+20.6%

Admin fee / account holder

$868

$9,721-91.1%

$8,859-90.2%

$12,270-92.9%

M.M. SCHRANZ ROOFING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

M.M. SCHRANZ ROOFING, INC. 401(K) 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