AUMdb

National Roofing Co., Inc. Profit Sharing Plan & Trust

Sponsored by National Roofing Co., Inc. · EIN 850254343 · Plan #001

Total assets
$1.8M
Net assets
$1.8M
Active participants
98
With balances
61

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
Financial Counseling Resources Llc CRD 315883 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Financial Counseling Resources Investment advisory (participants) $9,354
John Hancock Life Insurance Co Usa Recordkeeping, Investment management, Shareholder servicing fees $0