Plan Snapshot
- Plan Sponsor: General Shale Brick, INC.
- Sponsor EIN: 200454569
- Sponsor Address: P.O. BOX 3547, JOHNSON CITY, TN, 37602
- Plan Type: 401(k)
- Total Participants: 643
- Total Assets: $138.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 643 | $138.9M | $3.2M | $4.3M |
| 2023 | 594 | $127.6M | $2.9M | $3.8M |
| 2022 | 292 | $69.1M | $1.6M | $2.2M |
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 |
|---|---|---|---|---|
| BLACKBURN, CHILDERS & STEAGALL, PLC | 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 | -$37,186 | $11,909 | $2,400 | — | — |
| 2023 | -$16,258 | $10,133 | — | — | — |
| 2022 | -$17,070 | $10,254 | — | — | — |