# Custom Concrete Co., INC 401(k) Plan
Source: https://planprovider.pro/companies/custom-concrete-co-inc-401k-plan

> Custom Concrete Co., INC's 401(k) plan: 338 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Custom Concrete Co., INC

- **Sponsor EIN:** 351659094

- **Sponsor Address:** 17241 FOUNDATION PARKWAY, WESTFIELD, IN, 46074

- **Plan Type:** 401(k)

- **Total Participants:** 338

- **Total Assets:** $22.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|338|$22.7M|$461,519|$1.7M|

| 2023|347|$20.6M|$510,554|$1.7M|

| 2022|326|$17.1M|$445,899|$1.5M|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|RECORD KEEPER|$21,975|$36,832|$58,807|

| GLOBAL RETIREMENT PARTNERS|INVESTMENT ADVISOR|$27,000|—|$27,000|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $85,807

- **Estimated Expense Ratio:** 0.378% 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|$55,960|—|—|—|—|

| 2023|$60,390|—|$13,825|—|—|

| 2022|$81,512|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/custom-concrete-co-inc-401k-plan)

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