# Ardex, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/ardex-l-p-401k-plan

> Ardex, L.P.'s 401(k) plan: 339 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/grossman-yanak-and-ford-llp) — AUDITOR

- [GROSSMAN, YANAK & FORD, LLP](https://planprovider.pro/provider/grossman-yanak-and-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|—|—|

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