Retirement plan

MILLER ROOFING AND CONSTRUCTION LLC RETIREMENT PLAN

Name: MILLER ROOFING AND CONSTRUCTION LLC - MILLER ROOFING AND CONSTRUCTION LLC RETIREMENT PLAN (2025) Form 5500
Creator: MILLER ROOFING AND CONSTRUCTION LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILLER ROOFING AND CONSTRUCTION LLC RETIREMENT PLAN, MILLER ROOFING AND CONSTRUCTION LLC

MILLER ROOFING AND CONSTRUCTION LLCEIN 81-2389565Plan #001PY 2025

7676 N OAK TRAFFICWAY - GLADSTONE, MO 641181751816-589-6685

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

+25.4% from 2024

Total participants

-33.3% from 2024

Average account balance

$618,150

+25.4% from 2024

Annual return

19.80%

+4.35 pp from 2024

Benchmarks

See 37,822 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,822 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.24M

Not enough data

1 years with asset history on file

Average account balance

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

$618K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+19.80%

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 codes2E2F2G2J2T3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$618,150

$114,119+441.7%

$107,187+476.7%

$138,895+345.0%

Participation rate

100.0%

78.1%+21.9pp

75.0%+25.0pp

79.9%+20.1pp

Annual return

19.80%

273.21%-253.4pp

204.55%-184.7pp

145.39%-125.6pp

Employer contribution / active EE

$4,668

$4,059+15.0%

$3,782+23.4%

$4,194+11.3%

Participant deferral / active EE

$23,130

$5,538+317.7%

$5,096+353.9%

$6,396+261.6%

Admin fee / account holder

$10,024-100.0%

$9,162-100.0%

$12,562-100.0%

MILLER ROOFING AND CONSTRUCTION LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MILLER ROOFING AND CONSTRUCTION LLC RETIREMENT 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