Plan Snapshot
- Plan Sponsor: Cast-Crete Usa, LLC
- Sponsor EIN: 464075540
- Sponsor Address: 6324 COUNTY ROAD 579, SEFFNER, FL, 33584
- Plan Type: 401(k)
- Total Participants: 261
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 261 | $12.3M | $381,348 | $741,274 |
| 2023 | 274 | $10.6M | $370,698 | $726,587 |
| 2022 | 233 | $9.6M | $302,674 | $584,753 |
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 |
|---|---|---|---|---|
| KELLY PARTNERS(FRS)ATTEST SVCS LLP | 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 | $69,006 | — | $69,006 | — | — |
| 2023 | $59,088 | — | $59,088 | — | — |
| 2022 | $60,681 | $16,450 | $44,231 | — | — |