Best Roofing 401(k) Plan
Sponsored by Best Roofing Services, Llc · EIN 452411210 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 222
- With balances
- 107
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (participants) | $13,911 |
| Kestra Advisory Services | Investment advisory (participants) | $13,910 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $3,298 |
| Abacus Retirement Solutions | Participant loan processing, Other fees | $0 |