Simon Roofing & Sheet Metal 401(k) match, vesting and fees
What Simon Roofing & Sheet Metal'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cohen & Company Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 523 defined-contribution plans in construction with 500 to 999 participants.
| Simon Roofing & Sheet Metal: employer contribution per participant | $0 | |
| Peer median | $2,361 |
| Simon Roofing & Sheet Metal: average balance | $62,166 | |
| Peer median | $60,193 |
| Simon Roofing & Sheet Metal: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.31% |
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 $32.5M at the end of plan year 2021 to $32.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 576 | $32.6M | $33 | $0 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 552 | $29.3M | $116K | $226 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 427 | $27.6M | $701K | $2,578 | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 450 | $32.5M | $5,452 | $20 | <0.01% | Not published | Form 5500 ↗ |
Other Simon Roofing & Sheet Metal plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Simon Roofing Cash Balance Pension Plan and Trust
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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Simon Roofing & Sheet Metal match 401(k) contributions?
The match terms for the Simon Roofing & Sheet Metal Corp 401k Profit Sharing have not been published from its filing yet. The plan year 2024 filing reports $33 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Simon Roofing & Sheet Metal 401(k) match vested?
The vesting schedule for the Simon Roofing & Sheet Metal Corp 401k Profit Sharing is not in the data published so far. Your Summary Plan Description states it.
Who manages the Simon Roofing & Sheet Metal 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Simon Roofing & Sheet Metal Corp.
I left Simon Roofing & Sheet Metal. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Simon Roofing & Sheet Metal Corp, (330) 629-7663) or the recordkeeper, Fidelity Investments Institutional. The Simon Roofing & Sheet Metal old 401(k) page lists the contacts from every plan filing. Find an old Simon Roofing & Sheet Metal 401(k)
Data from the public Form 5500 annual reports Simon Roofing & Sheet Metal 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 Simon Roofing & Sheet Metal. Not financial advice. Report a correction · Methodology