Plan Snapshot
- Plan Sponsor: Heavy Construction Systems Speci
- Sponsor EIN: 760242109
- Sponsor Address: 13151 W AIRPORT BLVD, SUGAR LAND, TX, 77478
- Plan Type: 401(k)
- Total Participants: 482
- Total Assets: $43.3M
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 | 482 | $43.3M | $2.2M | $3.8M |
| 2023 | 441 | $35.1M | $1.3M | $3.2M |
| 2022 | 416 | $29.6M | $1.1M | $2.8M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $61,775 | — | $61,775 |
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $53,807 | $2,151 | $55,958 |
| BSB PARTNERS CPA'S & BUSINESS AD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,733
- Estimated Expense Ratio: 0.272% 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 | $115,583 | — | — | — | — |
| 2023 | $109,244 | $49,916 | — | — | — |
| 2022 | $110,350 | — | — | — | — |