Plan Snapshot
- Plan Sponsor: Calvert Masonry, INC.
- Sponsor EIN: 541692006
- Sponsor Address: 9651 HAWKINS DRIVE, MANASSAS, VA, 201093907
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $12.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 76 | $12.4M | $950,000 | $106,264 |
| 2023 | 133 | $11.4M | $550,000 | $135,653 |
| 2022 | 129 | $11.6M | $400,000 | $150,990 |
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 |
|---|---|---|---|---|
| UPDEGROVE MCDANIEL MCMULLEN & CHICC | 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 | $198 | — | — | — | — |
| 2023 | $1,336 | — | — | — | — |
| 2022 | $1,475 | — | — | — | $1,450 |