Inalfa Roof Systems 401(k) match, vesting and fees
What Inalfa Roof Systems' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Clark, Schaefer, Hackett & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 502 defined-contribution plans in retail trade with 500 to 999 participants.
| Inalfa Roof Systems: employer contribution per participant | $858 | |
| Peer median | $928 |
| Inalfa Roof Systems: average balance | $21,599 | |
| Peer median | $40,685 |
| Inalfa Roof Systems: admin expenses ÷ assets | 0.67% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $12.9M at the end of plan year 2021 to $14.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 689 | $14.1M | $562K | $858 | 0.67% | Not published | Form 5500 ↗ |
| 2023 | 801 | $13.1M | $647K | $834 | 0.66% | Not published | Form 5500 ↗ |
| 2022 | 899 | $10.7M | $570K | $661 | 0.68% | Not published | Form 5500 ↗ |
| 2021 | 907 | $12.9M | $488K | $561 | 0.72% | Not published | Form 5500 ↗ |
Other Inalfa Roof Systems plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Inalfa Roof Systems, Inc. 401(k) Profit Sharing Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Clark, Schaefer, Hackett & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Inalfa Roof Systems match 401(k) contributions?
The match terms for the Inalfa Roof Systems, Inc. Union 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $562K in employer contributions, about $858 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Inalfa Roof Systems 401(k) match vested?
The vesting schedule for the Inalfa Roof Systems, Inc. Union 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Inalfa Roof Systems 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Inalfa Roof Systems, Inc..
I left Inalfa Roof Systems. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Inalfa Roof Systems, Inc., (248) 371-3060) or the recordkeeper, Fidelity Investments Institutional. The Inalfa Roof Systems old 401(k) page lists the contacts from every plan filing. Find an old Inalfa Roof Systems 401(k)
Data from the public Form 5500 annual reports Inalfa Roof Systems filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Inalfa Roof Systems. Not financial advice. Report a correction · Methodology