# Heidelberg Materials Us, INC. 401(k) Plan
Source: https://planprovider.pro/companies/heidelberg-materials-us-inc-510482898-001

> Heidelberg Materials Us, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — Recordkeeper

- [WHITLEY PENN LLP](https://planprovider.pro/provider/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|

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