# Colonial Brick Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/colonial-brick-company-inc-401k-plan

> Colonial Brick Company, INC.'s 401(k) plan: 525 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Colonial Brick Company, INC.

- **Sponsor EIN:** 362691076

- **Sponsor Address:** 2222 SOUTH HALSTED ST, CHICAGO, IL, 60608

- **Plan Type:** 401(k)

- **Total Participants:** 525

- **Total Assets:** $5.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|525|$5.7M|$254,691|$656,551|

| 2023|417|$5.2M|$246,298|$629,759|

| 2022|401|$4.0M|$227,531|$572,574|

## 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|

| LPL FINANCIAL LLC|ADVISOR|—|$13,308|$13,308|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$5,657|—|$5,657|

| FGMK, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FGMK, LLC](https://planprovider.pro/provider/fgmk-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $18,965

- **Estimated Expense Ratio:** 0.331% 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|$5,657|—|—|—|—|

| 2023|$10,867|—|—|—|—|

| 2022|$16,586|—|—|—|—|

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