Plan Snapshot
- Plan Sponsor: A&A Ready Mixed Concrete, INC.
- Sponsor EIN: 951955900
- Sponsor Address: 4621 TELLER AVE, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 348
- Total Assets: $24.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 348 | $24.7M | $601,612 | $1.7M |
| 2023 | 347 | $21.7M | $583,935 | $1.7M |
| 2022 | 303 | $18.7M | $499,151 | $1.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| COULTER & JUSTUS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $122,468 | $20,992 | — | — | — |
| 2023 | $132,299 | $6,651 | — | $11,200 | — |
| 2022 | $94,711 | — | $94,711 | — | — |