Plan Snapshot
- Plan Sponsor: Concrete Express, INC.
- Sponsor EIN: 841077066
- Sponsor Address: 2027 WEST COLFAX AVENUE, DENVER, CO, 80204
- Plan Type: 401(k)
- Total Participants: 343
- Total Assets: $9.4M
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 | 343 | $9.4M | $326,108 | $962,915 |
| 2023 | 232 | $8.3M | $187,279 | $649,759 |
| 2022 | 246 | $7.0M | $187,725 | $676,412 |
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 |
|---|---|---|---|---|
| GROWSTRONG WEALTH STRATEGIES, LLC | FINANCIAL ADVISOR | $29,185 | — | $29,185 |
| AT RETIREMENT SERVICES | N/A | $23,946 | — | $23,946 |
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,131
- Estimated Expense Ratio: 0.564% 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 | $53,131 | — | — | — | — |
| 2023 | $45,118 | $25,006 | — | — | — |
| 2022 | $35,351 | $23,468 | — | — | — |