Plan Snapshot
- Plan Sponsor: Ardex, L.P.
- Sponsor EIN: 200505554
- Sponsor Address: 400 ARDEX PARK DR., ALIQUIPPA, PA, 15001
- Plan Type: 401(k)
- Total Participants: 339
- Total Assets: $50.0M
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 | 339 | $50.0M | $1.2M | $2.5M |
| 2023 | 347 | $45.9M | $1.0M | $2.3M |
| 2022 | 334 | $40.9M | $947,351 | $2.4M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $40,533 | — | $40,533 |
| ARDEX LP | OTHER | $25,151 | — | $25,151 |
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | $12,964 | — | $12,964 |
| GROSSMAN YANAK & FORD LLP | AUDITOR | $11,529 | — | $11,529 |
| GROSSMAN, YANAK & FORD, LLP | Auditor | $11,529 | — | $11,529 |
| MARSH & MCLENNAN COMPANIES INC | INVESTMENT ADVISOR | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROSSMAN YANAK & FORD LLP — AUDITOR
- GROSSMAN, YANAK & FORD, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,706
- Estimated Expense Ratio: 0.219% 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 |
|---|---|---|---|---|---|
| 2024 | $109,487 | $61,497 | — | $11,529 | — |
| 2023 | $105,475 | $71,521 | — | $8,812 | — |
| 2022 | $109,422 | — | $109,422 | — | — |