Plan Snapshot
- Plan Sponsor: Ferguson Trenching Co., INC.
- Sponsor EIN: 520898714
- Sponsor Address: 1405 ODENTON RD, ODENTON, MD, 21113
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $7.2M
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 | 218 | $7.2M | $200,000 | $580,039 |
| 2023 | 226 | $6.3M | $0 | $517,707 |
| 2022 | 207 | $5.1M | $0 | $444,142 |
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 |
|---|---|---|---|---|
| LOMBARDO AYERS & COMPANY, LLC | 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 | $38,665 | $28,059 | $10,606 | — | — |
| 2023 | $34,012 | — | $34,012 | — | — |
| 2022 | $32,116 | $27,522 | $4,594 | — | — |