Plan Snapshot
- Plan Sponsor: Contractors Materials Company
- Sponsor EIN: 310928081
- Sponsor Address: 10320 SOUTH MEDALLION DRIVE, CINCINNATI, OH, 45241
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $27.8M
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 | 115 | $27.8M | $1.1M | $715,345 |
| 2023 | 116 | $27.3M | $1.2M | $696,304 |
| 2022 | 106 | $23.1M | $998,591 | $617,422 |
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 |
|---|---|---|---|---|
| BARNES DENNIG | Auditor | $12,700 | — | $12,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,700
- Estimated Expense Ratio: 0.046% 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 |
|---|---|---|---|---|---|
| 2024 | $127,230 | $81,851 | — | $12,700 | — |
| 2023 | $116,184 | $72,759 | — | $11,700 | — |
| 2022 | $133,787 | — | $133,787 | — | — |