Plan Snapshot
- Plan Sponsor: Concrete Placing Company, INC.
- Sponsor EIN: 820309604
- Sponsor Address: 6451 W. GOWEN ROAD, BOISE, ID, 83709
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 122
- Total Assets: $11.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 122 | $11.8M | $0 | $0 |
| 2024 | 82 | $9.7M | $278,106 | $410,244 |
| 2023 | 87 | $8.3M | $357,994 | $343,004 |
| 2022 | 75 | $7.2M | $427,805 | $290,815 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $28,232 | — | $28,232 |
| FREEDOM FIDUCIARIES LLC | Investment Advisor | $17,388 | — | $17,388 |
| PINNACLE PENSION SERVICES | Other Service Provider | $7,108 | — | $7,108 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,728
- Estimated Expense Ratio: 0.447% 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 |
|---|---|---|---|---|---|
| 2025 | $418,494 | $17,388 | $7,152 | — | — |
| 2024 | $50,683 | $17,974 | $10,913 | — | — |
| 2023 | $676,257 | — | — | — | — |
| 2022 | $282,414 | — | — | — | — |