Plan Snapshot
- Plan Sponsor: Allied Paving Contractors, INC.
- Sponsor EIN: 200712720
- Sponsor Address: 132 BECK ROAD, PENDERGRASS, GA, 30567
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 145 | $4.8M | $280,613 | $421,749 |
| 2023 | 108 | $3.9M | $239,130 | $344,151 |
| 2022 | 111 | $3.0M | $187,629 | $261,694 |
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 |
|---|---|---|---|---|
| BATES CARTER | 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 | $11,714 | — | $10,789 | — | — |
| 2023 | $30,037 | — | $13,493 | — | — |
| 2022 | $11,015 | — | $11,015 | — | — |