Security-Luebke Roofing 401(k) match, vesting and fees
What Security-Luebke Roofing's 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Clifton Larson Allen (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 61,401 defined-contribution plans in construction with fewer than 100 participants.
| Security-Luebke Roofing: employer contribution per participant | $2,843 | |
| Peer median | $2,111 |
| Security-Luebke Roofing: average balance | $83,940 | |
| Peer median | $49,594 |
| Security-Luebke Roofing: admin expenses ÷ assets | 0.86% | |
| Peer median | 0.52% |
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 $4M at the end of plan year 2021 to $7.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 100 | $7.9M | $267K | $2,843 | 0.86% | Not published | Form 5500 ↗ |
| 2024 | 117 | $6.7M | $501K | $4,396 | 0.88% | Not published | Form 5500 ↗ |
| 2023 | 145 | $5.5M | $406K | $3,563 | 0.80% | Not published | Form 5500 ↗ |
| 2022 | 127 | $4M | $425K | $3,797 | 1.01% | Not published | Form 5500 ↗ |
| 2021 | 145 | $4M | $357K | $2,498 | 1.01% | Not published | Form 5500 ↗ |
Common questions
Does Security-Luebke Roofing match 401(k) contributions?
The match terms for the Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $267K in employer contributions, about $2,843 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Security-Luebke Roofing 401(k) match vested?
The vesting schedule for the Security-Luebke Roofing, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Security-Luebke Roofing 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Security-Luebke Roofing, Inc..
I left Security-Luebke Roofing. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Security-Luebke Roofing, Inc., (920) 766-7904) or the recordkeeper, Principal Life Insurance Company. The Security-Luebke Roofing old 401(k) page lists the contacts from every plan filing. Find an old Security-Luebke Roofing 401(k)
Data from the public Form 5500 annual reports Security-Luebke Roofing filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Security-Luebke Roofing. Not financial advice. Report a correction · Methodology