Plan Snapshot
- Plan Sponsor: Ledcor Contractors Group, INC.
- Sponsor EIN: 980081193
- Sponsor Address: 6405 MIRA MESA BOULEVARD, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 975
- Total Assets: $63.9M
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 | 975 | $63.9M | $1.7M | $5.4M |
| 2023 | 923 | $57.3M | $1.7M | $5.2M |
| 2022 | 857 | $48.1M | $1.7M | $4.7M |
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 |
|---|---|---|---|---|
| MORGANSTANLEYSMITHBARNEYLLC | INVESTMENT ADVISOR | $96,280 | — | $96,280 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $81,818 | — | $81,818 |
| BARTLETT, PRINGLE, & WOLF, LLP | ACCOUNTANT/AUDITOR | $10,564 | — | $10,564 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGANSTANLEYSMITHBARNEYLLC — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,662
- Estimated Expense Ratio: 0.295% 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 | $188,662 | $96,280 | — | $10,564 | — |
| 2023 | $170,834 | — | — | $26,655 | — |
| 2022 | $182,716 | — | — | — | — |