Plan Snapshot
- Plan Sponsor: Eagle Redi-Mix Concrete, LLC
- Sponsor EIN: 262336482
- Sponsor Address: 817 E 4TH STREET, TULSA, OK, 74120
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $5.6M
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 | 228 | $5.6M | $246,543 | $574,350 |
| 2023 | 218 | $4.6M | $213,756 | $460,134 |
| 2022 | 190 | $3.5M | $166,124 | $394,263 |
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 |
|---|---|---|---|---|
| EIDE BAILLY | Auditor | — | — | $0 |
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 | $45,278 | $751 | $43,927 | — | — |
| 2023 | $33,664 | $194 | $33,470 | — | — |
| 2022 | $30,309 | $138 | $27,071 | — | $3,100 |