Plan Snapshot
- Plan Sponsor: Us Brick Holdings, LLC
- Sponsor EIN: 872198020
- Sponsor Address: 9931 TWO NOTCH ROAD, COLUMBIA, SC, 29223
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $4.2M
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 | 241 | $4.2M | $246,266 | $666,995 |
| 2023 | 197 | $4.0M | $278,347 | $699,519 |
| 2022 | 310 | $2.5M | $2,463 | $562,576 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT ADVISORY LLC | Auditor | — | — | $0 |
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 | $30,389 | — | — | — | — |
| 2023 | $27,189 | $19,930 | — | — | — |
| 2022 | $18,712 | — | — | — | — |