Plan Snapshot
- Plan Sponsor: Concrete Supply Company, LLC
- Sponsor EIN: 462026923
- Sponsor Address: 3823 RALEIGH STREET, CHARLOTTE, NC, 28299
- Plan Type: 401(k)
- Total Participants: 1,206
- Total Assets: $65.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,206 | $65.1M | $3.7M | $3.5M |
| 2023 | 1,046 | $58.7M | $4.4M | $3.1M |
| 2022 | 1,016 | $48.7M | $2.7M | $2.9M |
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 |
|---|---|---|---|---|
| GREERWALKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREERWALKER LLP — Auditor
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 | $257,683 | $87,869 | $169,814 | — | — |
| 2023 | $215,038 | $59,216 | $144,957 | $10,865 | — |
| 2022 | $164,236 | $32,399 | $131,837 | — | — |