Plan Snapshot
- Plan Sponsor: Heidelberg Materials Northeast-Ny, LLC
- Sponsor EIN: 160928494
- Sponsor Address: P.O. BOX A, NEDROW, NY, 131200280
- Plan Type: DC
- Total Participants: 61
- Total Assets: $20.0M
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 | 61 | $20.0M | $1.9M | $0 |
| 2023 | 65 | $22.1M | $2.1M | $0 |
| 2022 | 67 | $19.8M | $1.8M | $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 |
|---|---|---|---|---|
| MILLIMAN, INC. | NONE | $18,622 | — | $18,622 |
| FIRLEY,MORAN,FREER & EASSA,CPA,P.C. | NONE | $12,034 | — | $12,034 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,656
- Estimated Expense Ratio: 0.153% 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 | $60,808 | — | — | $12,034 | — |
| 2023 | $58,015 | — | $20,690 | $14,224 | — |
| 2022 | $64,026 | — | — | — | $63,114 |