Plan Snapshot
- Plan Sponsor: Loveland Ready-Mix Concrete, INC.
- Sponsor EIN: 840444604
- Sponsor Address: PO BOX 299, LOVELAND, CO, 80539
- Plan Type: DC
- Total Participants: 101
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 101 | $14.2M | $1.3M | $253,066 |
| 2023 | 92 | $13.0M | $1.2M | $244,051 |
| 2022 | 95 | $11.3M | $0 | $197,639 |
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 |
|---|---|---|---|---|
| BROCK & CO CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROCK & CO CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $81,360 | $74,269 | — | — | — |
| 2023 | $47,955 | $42,968 | — | — | — |
| 2022 | $8,242 | — | — | — | — |