Plan Snapshot
- Plan Sponsor: Lauren Concrete, INC.
- Sponsor EIN: 742423211
- Sponsor Address: 2001 PICADILLY DR, ROUND ROCK, TX, 78664
- Plan Type: 401(k)
- Total Participants: 552
- Total Assets: $15.6M
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 | 552 | $15.6M | $349,195 | $1.4M |
| 2023 | 444 | $13.7M | $347,114 | $1.4M |
| 2022 | 457 | $11.5M | $358,192 | $1.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $53,343 | — | $53,343 |
| GALLAGHER FIDUCIARY ADVISORS LLC | ADVISOR | $20,000 | — | $20,000 |
| VAN HOUTEN & ASSOCIATES, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GALLAGHER FIDUCIARY ADVISORS LLC — ADVISOR
- VAN HOUTEN & ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,343
- Estimated Expense Ratio: 0.471% 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 | $76,542 | $23,199 | — | — | — |
| 2023 | $79,428 | $19,922 | — | — | — |
| 2022 | $79,911 | $2,229 | — | — | — |