# The Cementworks, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-cementworks-llc-401k-plan

> The Cementworks, LLC's 401(k) plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Cementworks, LLC

- **Sponsor EIN:** 223740752

- **Sponsor Address:** 32 OLD SLIP, NEW YORK, NY, 10005

- **Plan Type:** 401(k)

- **Total Participants:** 118

- **Total Assets:** $21.7M

## 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|118|$21.7M|$229,020|$1.5M|

| 2023|135|$19.5M|$219,816|$1.6M|

| 2022|158|$15.9M|$285,632|$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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMIN|$96,601|—|$96,601|

| FIRST REPUBLIC INVESTMENT MGMT|INVESTMENT ADVISORY|—|$36,173|$36,173|

| THE BENEFIT PRACTICE|THIRD PARTY ADMIN|$6,825|$10,247|$17,072|

| J. P. MORGAN SECURITIES LLC|INVESTMENT ADVISORY|—|$13,299|$13,299|

| CONDON O'MEARA MCGINTY & DONNELLY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [J. P. MORGAN SECURITIES LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $163,145

- **Estimated Expense Ratio:** 0.753% 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|$103,426|—|$103,426|—|—|

| 2023|$93,093|—|$93,093|—|—|

| 2022|$84,585|—|$84,585|—|—|

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