Plan Snapshot
- Plan Sponsor: S&B Usa Construction
- Sponsor EIN: 900882359
- Sponsor Address: NOVA TOWER 2, PITTSBURGH, PA, 15212
- Plan Type: 401(k)
- Total Participants: 706
- Total Assets: $50.4M
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 | 706 | $50.4M | $9.8M | $4.3M |
| 2023 | 495 | $40.7M | $6.9M | $3.1M |
| 2022 | 658 | $29.7M | $1.3M | $1.9M |
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 |
|---|---|---|---|---|
| THE ASCENT GROUP, LLC | SERVICE PROVIDER | — | $65,710 | $65,710 |
| BDO USA, P.C. | SERVICE PROVIDER | $23,031 | — | $23,031 |
| GROSSMAN, YANAK AND FORD, LLP | SERVICE PROVIDER | $9,901 | — | $9,901 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — SERVICE PROVIDER
- GROSSMAN, YANAK AND FORD, LLP — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,642
- Estimated Expense Ratio: 0.196% 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 | $250,305 | — | — | — | — |
| 2023 | $140,218 | — | $140,218 | — | — |
| 2022 | $105,309 | — | $105,309 | — | — |