Plan Snapshot
- Plan Sponsor: Asbury Carbons, INC. & Subs
- Sponsor EIN: 220744000
- Sponsor Address: 103 FOULK ROAD, SUITE 202, WILMINGTON, DE, 19803
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 0
- Total Assets: $297,866
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. |
|---|---|---|---|---|
| 2024 | 0 | $297,866 | $0 | $0 |
| 2023 | 139 | $5.0M | $0 | $0 |
| 2022 | 173 | $4.8M | $510,867 | $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 |
|---|---|---|---|---|
| CONRAD SIEGEL | Other Service Provider | $58,150 | — | $58,150 |
| PENCHECKS TRUST | Other Service Provider | $10,595 | — | $10,595 |
| BAKER TILLY US, LLP | Auditor | $5,140 | — | $5,140 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,885
- Estimated Expense Ratio: 24.805% 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 | $78,199 | — | — | $5,139 | — |
| 2023 | $45 | — | — | — | — |
| 2022 | — | — | — | — | — |