Plan Snapshot
- Plan Sponsor: Forcine Concrete & Construction Co. INC.
- Sponsor EIN: 232158026
- Sponsor Address: 1875 CHURCH ROAD, MALVERN, PA, 19355
- Plan Type: 401(k)
- Total Participants: 291
- Total Assets: $19.1M
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 | 291 | $19.1M | $564,132 | $874,115 |
| 2023 | 247 | $17.5M | $705,668 | $1.0M |
| 2022 | 278 | $13.9M | $674,841 | $844,052 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC RPCP | INVESTMENT ADVISOR | $19,414 | — | $19,414 |
| TROUT CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC RPCP — INVESTMENT ADVISOR
- TROUT CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,414
- Estimated Expense Ratio: 0.102% 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 | $38,933 | — | $38,933 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |