Plan Snapshot
- Plan Sponsor: Bluff City Materials, INC.
- Sponsor EIN: 363400100
- Sponsor Address: 2252 SOUTHWIND BLVD, BARTLETT, IL, 60103
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $12.1M
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 | 81 | $12.1M | $394,093 | $683,475 |
| 2023 | 89 | $11.2M | $371,828 | $585,389 |
| 2022 | 81 | $8.7M | $361,512 | $589,060 |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS | 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 | $33,484 | $30,789 | — | — | — |
| 2023 | $28,376 | $23,436 | — | — | — |
| 2022 | $25,982 | — | — | — | — |