Plan Snapshot
- Plan Sponsor: Heidelberg Materials Us, INC.
- Sponsor EIN: 510482898
- Sponsor Address: 300 E JOHN CARPENTER FREEWAY, IRVING, TX, 75062
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $519.1M
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 | 0 | $519.1M | $0 | $0 |
| 2023 | 0 | $862.2M | $0 | $0 |
| 2022 | 0 | $876.2M | $0 | $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 |
|---|---|---|---|---|
| ALIGHT SOL | Recordkeeper | $728,152 | — | $728,152 |
| WILLIS TOWERS WATSON | Recordkeeper | $692,745 | — | $692,745 |
| GRANTHAM, MAYO VAN OTTERLOO & CO. | Other Service Provider | $592,568 | — | $592,568 |
| NISA INVESTMENT ADVISORS L.L.C. | Other Service Provider | $576,279 | — | $576,279 |
| WELLINGTON TRUST COMPANY | Other Service Provider | $338,038 | — | $338,038 |
| NEPC, LLC | Recordkeeper | $276,694 | — | $276,694 |
| NORTHERN TRUST COMPANY | Other Service Provider | $171,953 | — | $171,953 |
| WHITLEY PENN LLP | Auditor | $142,900 | — | $142,900 |
| MELLON BANK, N.A. | Other Service Provider | $82,002 | — | $82,002 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOL — Recordkeeper
- WILLIS TOWERS WATSON — Recordkeeper
- NEPC, LLC — Recordkeeper
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,601,331
- Estimated Expense Ratio: 0.694% 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 | $5,011,393 | $2,998,949 | $276,694 | $142,900 | — |
| 2023 | $14,727,754 | $12,780,664 | — | $141,269 | — |
| 2022 | $4,731,017 | $1,895,797 | $839,977 | — | $1,038,734 |