Plan Snapshot
- Plan Sponsor: Desert Ready Mix, LLC
- Sponsor EIN: 465753072
- Sponsor Address: 4011 E PRESIDIO STREET, MESA, AZ, 85215
- Plan Type: 401(k)
- Total Participants: 235
- Total Assets: $3.4M
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 | 235 | $3.4M | $194,186 | $601,383 |
| 2023 | 181 | $2.4M | $156,246 | $482,940 |
| 2022 | 185 | $1.6M | $168,596 | $479,635 |
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 |
|---|---|---|---|---|
| UNITED PLANNERS FNCL SVCS OF AMERIC | Investment Advisor | $7,044 | — | $7,044 |
| ADP, INC. | Recordkeeper | $6,699 | — | $6,699 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,743
- Estimated Expense Ratio: 0.409% 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 | $13,744 | $8,777 | — | — | — |
| 2023 | $8,119 | $5,360 | — | — | — |
| 2022 | $4,223 | — | — | — | — |