Plan Snapshot
- Plan Sponsor: Portland Cement Association
- Sponsor EIN: 361638940
- Sponsor Address: 66 CANAL CENTER PLAZA, ALEXANDRIA, VA, 22314
- Plan Type: DB
- Total Participants: 0
- Total Assets: $84,171
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 | 0 | $84,171 | $241,614 | $0 |
| 2023 | 14 | $22.2M | $1.4M | $0 |
| 2022 | 14 | $20.0M | $450,662 | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — 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 | $2,571,042 | $61,447 | $5,081 | — | — |
| 2023 | $84,126 | $79,126 | $5,000 | — | — |
| 2022 | $86,390 | $81,390 | — | — | — |