Plan Snapshot
- Plan Sponsor: Blue Dot Readi-Mix, LLC
- Sponsor EIN: 201806330
- Sponsor Address: 11330 BAIN SCHOOL RD, MINT HILL, NC, 282277550
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $8.0M
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 | 203 | $8.0M | $251,030 | $751,746 |
| 2023 | 162 | $6.4M | $231,936 | $698,309 |
| 2022 | 177 | $4.8M | $206,857 | $587,934 |
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 |
|---|---|---|---|---|
| DODSON SHELTON NELSON | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,681 | — | $4,681 | — | — |
| 2023 | $5,841 | — | $5,841 | — | — |
| 2022 | $5,277 | — | $5,277 | — | — |