Plan Snapshot
- Plan Sponsor: Associated Ready Mixed Concrete, INC.
- Sponsor EIN: 954379212
- Sponsor Address: 4621 TELLER AVE, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 487
- Total Assets: $18.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 487 | $18.0M | $601,704 | $1.5M |
| 2023 | 500 | $16.4M | $550,210 | $1.4M |
| 2022 | 442 | $14.5M | $617,916 | $1.3M |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS | Recordkeeper | $50,691 | — | $50,691 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $49,547 | — | $49,547 |
| ACCELERATE INVESTMENT ADVISORS | Investment Advisor | $26,250 | — | $26,250 |
| NFP RETIREMENT INC | Investment Advisor | $10,045 | — | $10,045 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS — Recordkeeper
- ADMIN. GROUP, LLC DBA TAG RESOURCES — Recordkeeper
- ACCELERATE INVESTMENT ADVISORS — Investment Advisor
- NFP RETIREMENT INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,533
- Estimated Expense Ratio: 0.759% 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 | $141,456 | $41,219 | — | — | — |
| 2023 | $146,072 | $5,017 | — | — | — |
| 2022 | $98,668 | — | $98,668 | — | — |