Plan Snapshot
- Plan Sponsor: Carmeuse Lime, INC.
- Sponsor EIN: 363933140
- Sponsor Address: 11 STANWIX ST, PITTSBURGH, PA, 15222
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $9.3M
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 | 69 | $9.3M | $782,318 | $934,237 |
| 2023 | 231 | $10.3M | $549,994 | $885,275 |
| 2022 | 152 | $8.4M | $474,457 | $644,784 |
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 | $5,800 | — | $5,800 |
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: $5,800
- Estimated Expense Ratio: 0.062% 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 | $27,623 | $1,225 | — | $5,800 | — |
| 2023 | $13,333 | $517 | — | — | — |
| 2022 | $3,195 | $211 | — | — | — |