Plan Snapshot
- Plan Sponsor: National Cement Company, INC.
- Sponsor EIN: 630664316
- Sponsor Address: 15821 VENTURA BOULEVARD, SUITE 475, ENCINO, CA, 914364778
- Plan Type: DB
- Total Participants: 58
- Total Assets: $33.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 58 | $33.6M | $1.5M | $0 |
| 2023 | 67 | $33.0M | $1.3M | $0 |
| 2022 | 69 | $30.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| AON CONSULTING, INC. | Other Service Provider | $185,206 | — | $185,206 |
| MORGAN STANLEY SMITH BARNEY | Recordkeeper | $33,275 | — | $33,275 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $25,025 | — | $25,025 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $243,506
- Estimated Expense Ratio: 0.726% 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 | $243,506 | — | — | — | — |
| 2023 | $214,285 | — | — | — | — |
| 2022 | $223,841 | — | — | — | — |