Plan Snapshot
- Plan Sponsor: Concrete Holdings & Services, Ll
- Sponsor EIN: 271582804
- Sponsor Address: 12599 NORTHWEST 107TH AVENUE, MEDLEY, FL, 33178
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $2.1M
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 | 209 | $2.1M | $32,181 | $475,491 |
| 2023 | 185 | $1.7M | $41,192 | $412,040 |
| 2022 | 183 | $1.1M | $35,641 | $373,433 |
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 |
|---|---|---|---|---|
| H&CO. 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 | $13,334 | — | — | — | — |
| 2023 | $20,548 | $851 | $16,972 | — | — |
| 2022 | $17,344 | — | — | — | $17,344 |