Plan Snapshot
- Plan Sponsor: Carmeuse Lime, INC.
- Sponsor EIN: 363933140
- Sponsor Address: 11 STANWIX STREET 21ST FLOOR, PITTSBURGH, PA, 15222
- Plan Type: 401(k)
- Total Participants: 945
- Total Assets: $197.9M
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 | 945 | $197.9M | $6.6M | $8.6M |
| 2023 | 924 | $172.5M | $6.0M | $8.3M |
| 2022 | 968 | $146.4M | $4.8M | $7.7M |
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 |
|---|---|---|---|---|
| SCHNEIDER DOWNS & CO INC | Auditor | $24,500 | — | $24,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS & CO INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,500
- Estimated Expense Ratio: 0.012% 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 | $186,354 | $85,660 | — | $24,500 | — |
| 2023 | $175,309 | $114,305 | — | — | — |
| 2022 | $118,732 | $104,500 | — | — | — |