Plan Ledger DOL Form 5500 · updated monthly

Roofing Wholesale Co., Inc.401(k)

ROOFING WHOLESALE CO., INC. 401(K) PLAN · PHOENIX, AZ · plan year 2025

Reported admin expense ratio · 2025
0.44%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Roofing Wholesale Co., Inc. reported $37,519 in plan administrative expenses for 2025: 0.44% of average plan assets, below the peer median. Employer contributions averaged $1,368 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.52% to 0.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other wholesale trade employers. By assets it is the 613th-largest of 1,285 plans among Arizona employers on file, and 2,994th of 4,246 in wholesale trade. In 2025, employees put in $1.87 for every $1.00 the employer contributed; active participation has grown from 256 to 305 since 2022.

Plan summary
Net assets, end of year$9,443,821
Participants with balances160
Active participants305
Employer contributions$417,218
Employee contributions$780,128
Employer contribution per active participant$1,368
Average account balance$59,024
Benefits paid to participants$660,804
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$9.4M · 160 accts · $417K emplr
2024$7.4M · 149 accts · $396K emplr
2023$6.8M · 136 accts · $360K emplr
2022$5.8M · 103 accts · $27K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$37,519
Total administrative$37,519
The Roofing Wholesale Co., Inc. 401(k) match · 2025
Employer contribution per active participant$1,368
Median for plans this size$1,464
2025$1,368 per active participant
2024$1,435 per active participant
2023$1,362 per active participant
2022$105 per active participant

Roofing Wholesale Co., Inc.'s 2025 employer contribution ran below the $1,464 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$37,519 · 0.44%
2024$30,179 · 0.42%
2023$26,227 · 0.42%
2022$35,798 · 0.52%
Same employer
Similar plansWholesale Trade · Arizona
Road Machinery AZ$16.4M · 0.30%
Antigua Group, Inc. AZ$13.7M · 0.42%
Metro Fire Equipment AZ$7.8M · 0.01%
Arizona Partsmaster, LLC AZ$7.0M · 0.70%
Longust Distributing, LLC AZ$6.6M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860141918 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.