Plan Snapshot
- Plan Sponsor: Construction Resources Holdings, LLC
- Sponsor EIN: 810763593
- Sponsor Address: 196 RIO CIRCLE, DECATUR, GA, 30030
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 854
- Total Assets: $21.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 854 | $21.1M | $726,779 | $1.9M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | Other Service Provider | $37,424 | $1,600 | $39,024 |
| PENSIONMARK FINANCIAL GROUP LLC | Other Service Provider | $24,000 | — | $24,000 |
| JMM, CPA | Other Service Provider | $9,509 | — | $9,509 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,533
- Estimated Expense Ratio: 0.344% 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 |
|---|---|---|---|---|---|
| 2023 | $70,933 | $24,000 | $37,424 | $9,509 | — |