# Concrete Holding Co. Of Al 401(k) Plan
Source: https://planprovider.pro/companies/concrete-holding-co-of-al-401k-plan

> Concrete Holding Co. Of Al&#39;s 401(k) plan: 371 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Concrete Holding Co. Of Al

- **Sponsor EIN:** 630785186

- **Sponsor Address:** 2000A SOUTHBRIDGE PKWY, BIRMINGHAM, AL, 352097704

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

- **Total Participants:** 371

- **Total Assets:** $17.4M

## 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|371|$17.4M|$761,345|$987,092|

| 2023|352|$15.6M|$690,785|$863,721|

| 2022|331|$13.7M|$583,741|$816,717|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$61,143|—|$61,143|

| MORGAN STANLEY & CO.|INVESTMENT ADVISORY|$23,282|—|$23,282|

| BMSS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY & CO.](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISORY

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $84,425

- **Estimated Expense Ratio:** 0.484% 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|$84,425|$23,282|$61,143|—|—|

| 2023|$76,321|$22,592|$53,729|—|—|

| 2022|$75,991|$23,273|$52,718|—|—|

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