Plan Snapshot
- Plan Sponsor: Contractor Service & Fabrication, INC.
- Sponsor EIN: 631108047
- Sponsor Address: 3428 HIGHWAY 20, DECATUR, AL, 35601
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $3.7M
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 | 323 | $3.7M | $312,716 | $611,500 |
| 2023 | 251 | $2.9M | $278,733 | $555,113 |
| 2022 | 316 | $2.7M | $202,167 | $371,923 |
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 |
|---|---|---|---|---|
| WARREN AVERETT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT — 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 | $566,616 | — | $47,000 | — | — |
| 2023 | $1,035,931 | — | $31,318 | — | — |
| 2022 | $18,868 | $150 | — | — | — |