Plan Snapshot
- Plan Sponsor: The Concrete Company
- Sponsor EIN: 580670060
- Sponsor Address: POST OFFICE BOX 2447, COLUMBUS, GA, 319022447
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $4.3M
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 | 64 | $4.3M | $122,943 | $290,252 |
| 2023 | 101 | $3.7M | $125,003 | $285,553 |
| 2022 | 420 | $12.8M | $593,078 | $1.3M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | NONE | $6,423 | — | $6,423 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $5,662 | — | $5,662 |
| ROBINSON, GRIMES & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,085
- Estimated Expense Ratio: 0.279% 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 | $5,662 | $5,662 | — | — | — |
| 2023 | $4,632 | $4,632 | — | — | — |
| 2022 | $10,067 | $10,067 | — | — | — |