Plan Snapshot
- Plan Sponsor: Forterra Pipe & Precast, LLC
- Sponsor EIN: 540179210
- Sponsor Address: 5 CONCOURSE PKWY, SUITE 1900, ATLANTA, GA, 303286111
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 7 | $5,935 | $0 | $0 |
| 2022 | 2,462 | $168.3M | $3.0M | $4.2M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | RECORDKEEPER | $181,838 | — | $181,838 |
| BAKER TILLY US, LLP | AUDITOR | $51,068 | — | $51,068 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $232,906
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 | $308 | — | — | — | — |
| 2023 | $116,450 | $317 | — | $25,534 | — |
| 2022 | $174,358 | — | — | — | — |