Plan Snapshot
- Plan Sponsor: Giant Cement Holding, INC.
- Sponsor EIN: 570997411
- Sponsor Address: 654 JUDGE ST, HARLEYVILLE, SC, 29448
- Plan Type: DB
- Total Participants: 39
- Total Assets: $25.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 39 | $25.2M | $0 | $0 |
| 2023 | 39 | $25.7M | $0 | $0 |
| 2022 | 50 | $28.3M | $716,000 | $0 |
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 |
|---|---|---|---|---|
| AON INVESTMENT USA INC. | Other Service Provider | $73,714 | — | $73,714 |
| WELLS FARGO | Other Service Provider | $59,178 | — | $59,178 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $6,801 | — | $6,801 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,693
- Estimated Expense Ratio: 0.555% 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 | $143,562 | $73,714 | — | — | — |
| 2023 | $81,584 | — | $10,571 | — | — |
| 2022 | $81,705 | — | $10,518 | — | $71,187 |