Plan Snapshot
- Plan Sponsor: Maschmeyer Concrete Company Of Florida
- Sponsor EIN: 311207217
- Sponsor Address: 1142 WATERTOWER ROAD, LAKE PARK, FL, 33403
- Plan Type: 401(k)
- Total Participants: 653
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 653 | $15.5M | $1.1M | $1.9M |
| 2023 | 577 | $12.0M | $911,197 | $1.6M |
| 2022 | 477 | $8.6M | $687,044 | $1.2M |
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 |
|---|---|---|---|---|
| CADARET GRANT & CO. | SERVICE PROVIDER | — | $30,020 | $30,020 |
| OSAIC WEALTH, INC | BROKER/DEALER | — | $12,770 | $12,770 |
| THE AIMPOINT GROUP, LLC | TPA | — | $6,232 | $6,232 |
| TEMPLETON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH, INC — BROKER/DEALER
- TEMPLETON & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,022
- Estimated Expense Ratio: 0.316% 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 | $46,380 | — | $43,630 | — | — |
| 2023 | $30,646 | — | $15,183 | — | — |
| 2022 | $17,773 | — | — | — | $17,773 |