Plan Snapshot
- Plan Sponsor: The Quikrete Companies, LLC
- Sponsor EIN: 311683563
- Sponsor Address: 5 CONCOURSE PARKWAY SUITE 1900, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Total Participants: 12,724
- Total Assets: $622.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 12,724 | $622.1M | $19.6M | $37.1M |
| 2023 | 12,489 | $544.8M | $29.6M | $35.0M |
| 2022 | 12,116 | $372.5M | $9.9M | $29.6M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | RECORD KEEPER | $802,691 | $2,402 | $805,093 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $271,759 | — | $271,759 |
| MORGAN STANLEY GLOBAL BANKING OP | SERVICE PROVIDER | $93,685 | — | $93,685 |
| COHNREZNICK LLP | SERVICE PROVIDER | $39,500 | — | $39,500 |
| OGLETREE DEAKINS NASH SMOAK AND | SERVICE PROVIDER | $22,301 | — | $22,301 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY GLOBAL BANKING OP — SERVICE PROVIDER
- COHNREZNICK LLP — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,232,338
- Estimated Expense Ratio: 0.198% 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 | $1,195,776 | $431,090 | $735,186 | — | — |
| 2023 | $1,183,076 | $328,977 | $825,099 | — | — |
| 2022 | $1,046,661 | — | — | — | — |