Plan Ledger DOL Form 5500 · updated monthly

Supreme Roofing, LP401(k)

EMPLOYEES' PROFIT SHARING AND 401(K) PLAN OF SUPREME SYSTEMS, INC. · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

Supreme Roofing, LP reported $7,211 in plan administrative expenses for 2023: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $782 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 2 years on file its reported administrative ratio rose from 0.11% to 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (3,534th of 5,688), and 3,507th of 5,337 in construction. In 2023, employees put in $1.85 for every $1.00 the employer contributed; active participation has grown from 208 to 258 since 2022.

Plan summary
Net assets, end of year$7,348,171
Participants with balances111
Active participants258
Employer contributions$201,802
Employee contributions$373,216
Employer contribution per active participant$782
Average account balance$66,200
Benefits paid to participants$202,023
Plan auditUnmodified (clean) audit opinion
AuditorKHA ACCOUNTANTS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 110 accts · $215K emplr
2023$7.3M · 111 accts · $202K emplr
2022$5.9M · 107 accts · $192K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,226
Total administrative$7,211
The Supreme Roofing, LP 401(k) match · 2023
Employer contribution per active participant$782
Median for plans this size$1,308
2024$762 per active participant
2023$782 per active participant
2022$921 per active participant

Supreme Roofing, LP's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
WELLS FARGO CLEARING SERVICES, LLCindirect comp
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants) · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$8,529 · 0.12%
2023$7,211 · 0.11%
2022$7,290 · 0.11%
Similar plansConstruction · Texas
Lutech Resources, Inc. TX$7.4M · 0.27%
Onx, Inc. TX$7.4M · 1.06%
Tri-State Electric, LTD TX$7.3M · 0.60%
Nexrev, LLC TX$7.2M · 0.81%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 823769023 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.