Plan Snapshot
- Plan Sponsor: American Asphalt Company, INC.
- Sponsor EIN: 824794509
- Sponsor Address: 100 MAIN STREET, W COLLINGSWOOD HEIGHTS, NJ, 08059
- Plan Type: DC
- Plan Number: 001
- Total Participants: 223
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 223 | $2.5M | $0 | $0 |
| 2024 | 0 | $2.6M | $0 | $0 |
| 2023 | 0 | $9.9M | $1.4M | $0 |
| 2022 | 157 | $7.1M | $1.5M | $0 |
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 |
|---|---|---|---|---|
| PRINCIPAL | Recordkeeper | $12,261 | — | $12,261 |
| VENTURA ESOP | Custodian / Trustee | $10,500 | — | $10,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,761
- Estimated Expense Ratio: 0.926% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $260,231 | — | $12,261 | — | — |
| 2024 | $82,830 | — | $25,689 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |