Plan Snapshot
- Plan Sponsor: Concrete General, INC.
- Sponsor EIN: 520956321
- Sponsor Address: 8000 BEECHCRAFT AVENUE, GAITHERSBURG, MD, 208795520
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $21.1M
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 | 217 | $21.1M | $540,722 | $846,934 |
| 2023 | 175 | $18.2M | $518,198 | $841,953 |
| 2022 | 183 | $15.6M | $506,897 | $766,488 |
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 |
|---|---|---|---|---|
| ROCHA & COMPANY, PC | 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 | $109,203 | $56,700 | $52,503 | — | — |
| 2023 | $93,313 | $48,445 | $44,868 | — | — |
| 2022 | $93,035 | $29,387 | $44,569 | — | $19,079 |