Plan Snapshot
- Plan Sponsor: Action Gypsum Supply, LP
- Sponsor EIN: 412089864
- Sponsor Address: PO BOX 40010, HOUSTON, TX, 77040
- Plan Type: 401(k)
- Total Participants: 681
- Total Assets: $12.9M
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 | 681 | $12.9M | $817,634 | $1.4M |
| 2023 | 664 | $10.0M | $742,986 | $1.3M |
| 2022 | 557 | $7.3M | $640,055 | $1.1M |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON,LLC | 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 | $71,606 | $24,485 | $47,121 | — | — |
| 2023 | $51,468 | $17,763 | $33,705 | — | — |
| 2022 | $56,222 | $15,190 | $41,032 | — | — |