Plan Snapshot
- Plan Sponsor: Ely Concrete Construction, LLC
- Sponsor EIN: 452697426
- Sponsor Address: 10 KELLI CLARK COURT, CARTERSVILLE, GA, 30121
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 27
- Total Assets: $4,590
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 27 | $4,590 | $345,785 | $151,043 |
| 2023 | 36 | $166,634 | $322,484 | $174,446 |
| 2022 | 40 | $142,102 | $459,142 | $161,617 |
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 |
|---|---|---|---|---|
| ARISTA CONSULTING GROUP, LLC | Investment Advisor | $21,250 | — | $21,250 |
| THE BENECON GROUP, LLC | Investment Advisor | $8,470 | — | $8,470 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $6,918 | — | $6,918 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARISTA CONSULTING GROUP, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,638
- Estimated Expense Ratio: 798.214% 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 | $678,402 | — | — | — | — |
| 2023 | $456,385 | — | — | — | — |
| 2022 | $773,076 | — | — | — | — |