Plan Snapshot
- Plan Sponsor: L-M Asphalt Partners, Ltd. (D/B/A Ats Construction)
- Sponsor EIN: 611219911
- Sponsor Address: 3009 ATKINSON AVE., SUITE 400, LEXINGTON, KY, 40509
- Plan Type: 401(k)
- Total Participants: 570
- Total Assets: $26.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 570 | $26.9M | $2.7M | $1.0M |
| 2023 | 573 | $23.1M | $2.5M | $954,860 |
| 2022 | 517 | $18.9M | $2.3M | $865,901 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $77,830 | — | $77,830 |
| FIFTH THIRD BANK | INVESTMENT ADVISOR | $26,029 | — | $26,029 |
| RFH, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RFH, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,859
- Estimated Expense Ratio: 0.386% 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 | $98,882 | $21,135 | — | — | — |
| 2023 | $77,418 | $17,565 | — | $13,904 | — |
| 2022 | $78,988 | $8,312 | $58,076 | — | $12,600 |