Plan Snapshot
- Plan Sponsor: Fisher Sand & Gravel Co.
- Sponsor EIN: 450308561
- Sponsor Address: 3020 ENERGY DRIVE, DICKINSON, ND, 58601
- Plan Type: DC
- Total Participants: 1,330
- Total Assets: $84.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,330 | $84.2M | $8.6M | $3.0M |
| 2023 | 1,299 | $74.3M | $7.9M | $3.0M |
| 2022 | 1,139 | $63.8M | $7.2M | $3.1M |
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 |
|---|---|---|---|---|
| BRAVERA WEALTH | Recordkeeper | $332,442 | — | $332,442 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $332,442
- Estimated Expense Ratio: 0.395% 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 | $332,442 | $112,876 | — | — | — |
| 2023 | $302,271 | $89,600 | — | — | — |
| 2022 | $297,795 | $185,489 | — | — | — |