Plan Snapshot
- Plan Sponsor: U.S. Lime & Minerals, INC.
- Sponsor EIN: 750789226
- Sponsor Address: 5429 LBJ FREEWAY, SUITE 230, DALLAS, TX, 75240
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $16.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 209 | $16.3M | $279,158 | $849,493 |
| 2023 | 204 | $13.0M | $256,733 | $784,567 |
| 2022 | 189 | $10.9M | $230,404 | $686,207 |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON 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 | $45,393 | — | — | — | — |
| 2023 | $30,316 | $21,200 | — | — | — |
| 2022 | $1,105 | — | — | — | — |