# Gms Concrete Specialists, INC. 401(k) Plan
Source: https://planprovider.pro/companies/gms-concrete-specialists-inc-401k-plan

> Gms Concrete Specialists, INC.'s 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gms Concrete Specialists, INC.

- **Sponsor EIN:** 860487400

- **Sponsor Address:** 5325 W. MOHAVE STREET, PHOENIX, AZ, 85043

- **Plan Type:** 401(k)

- **Total Participants:** 127

- **Total Assets:** $5.0M

## 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|127|$5.0M|$475,709|$452,405|

| 2023|109|$3.9M|$379,746|$408,417|

| 2022|108|$2.8M|$310,429|$388,118|

## 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|

| MATRIX WEALTH MANAGEMENT, INC|INVESTMENT ADVISOR|$24,588|—|$24,588|

| WELLS FARGO ADVISORS|INVESTMENT MANAGEMENT|$7,758|—|$7,758|

| KIMBERLIN COMPANY PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KIMBERLIN COMPANY PLLC](https://planprovider.pro/provider/kimberlin-company-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $32,346

- **Estimated Expense Ratio:** 0.651% 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|$9,184|—|$9,184|—|—|

| 2023|$7,925|—|$7,925|—|—|

| 2022|$5,454|—|$5,454|—|—|

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