Plan Snapshot
- Plan Sponsor: Calhoun Construction Services, INC.
- Sponsor EIN: 460585137
- Sponsor Address: 7707 NATIONAL TURNPIKE, LOUISVILLE, KY, 40214
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $5.9M
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 | 187 | $5.9M | $464,056 | $804,599 |
| 2023 | 126 | $4.3M | $339,494 | $541,691 |
| 2022 | 107 | $2.9M | $256,315 | $441,293 |
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 |
|---|---|---|---|---|
| KATZ,SAPPER,&MILLER,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ,SAPPER,&MILLER,LLP — Auditor
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 | $49,942 | $22,138 | — | — | — |
| 2023 | $34,834 | $15,959 | — | — | — |
| 2022 | $24,276 | $10,608 | $13,668 | — | — |