Plan Snapshot
- Plan Sponsor: Concrete Pump Partners
- Sponsor EIN: 205082598
- Sponsor Address: 3950 DICKERSON PIKE, NASHVILLE, TN, 372071304
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $6.2M
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 | 194 | $6.2M | $329,364 | $751,354 |
| 2023 | 234 | $4.9M | $280,473 | $679,940 |
| 2022 | 207 | $3.5M | $250,016 | $583,444 |
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 |
|---|---|---|---|---|
| PURYEAR & NOONAN, CPAS | 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 | $41,682 | — | — | — | — |
| 2023 | $36,888 | — | — | — | — |
| 2022 | $24,949 | — | — | — | — |