Plan Snapshot
- Plan Sponsor: Forterra Pipe & Precast, LLC
- Sponsor EIN: 540179210
- Sponsor Address: 5 CONCOURSE PARKWAY, SUITE 1900, ATLANTA, GA, 30328
- Plan Type: DC
- Total Participants: 1,340
- Total Assets: $51.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,340 | $51.8M | $2.6M | $4.1M |
| 2023 | 1,191 | $45.8M | $2.9M | $4.2M |
| 2022 | 1,301 | $38.5M | $2.4M | $3.9M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $83,431 | $85 | $83,516 |
| MORGAN STANLEY GLOBAL | SERVICE PROVIDER | $24,295 | — | $24,295 |
| COHNREZNICK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,811
- Estimated Expense Ratio: 0.208% 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 | $111,134 | $17,134 | $69,751 | — | — |
| 2023 | $137,209 | $18,657 | $79,049 | — | — |
| 2022 | $73,774 | — | — | — | — |