Plan Snapshot
- Plan Sponsor: Carew Concrete & Supply Co., INC
- Sponsor EIN: 391269271
- Sponsor Address: 1811 WEST EDGEWOOD DRIVE, APPLETON, WI, 549139708
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $14.1M
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 | 114 | $14.1M | $191,073 | $520,566 |
| 2023 | 125 | $13.1M | $192,675 | $514,343 |
| 2022 | 127 | $11.6M | $196,387 | $522,952 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN WEALTH ADVISOR | Investment Advisor | $33,706 | — | $33,706 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $29,721 | — | $29,721 |
| MAP RETIREMENT USA LLC | Recordkeeper | $8,363 | — | $8,363 |
| EMPOWER ADVISORY GROUP LLC | Investment Advisor | $6,271 | — | $6,271 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,061
- Estimated Expense Ratio: 0.552% 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 | $74,156 | $39,977 | $34,179 | — | — |
| 2023 | $62,460 | $36,184 | $26,276 | — | — |
| 2022 | $68,904 | $40,362 | — | — | — |