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: 774
- Total Assets: $80.4M
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 | 774 | $80.4M | $2.9M | $4.6M |
| 2023 | 845 | $73.6M | $2.7M | $4.0M |
| 2022 | 822 | $64.0M | $2.6M | $3.9M |
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 AND CO INC | Auditor | $22,100 | — | $22,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS AND CO INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,100
- Estimated Expense Ratio: 0.027% 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 | $138,111 | $41,218 | — | $22,100 | — |
| 2023 | $135,420 | $60,058 | $600 | — | — |
| 2022 | $81,518 | $61,245 | — | — | — |