Plan Snapshot
- Plan Sponsor: Us Lbm, LLC
- Sponsor EIN: 883219071
- Sponsor Address: 2077 CONVENTION CENTER CONCOURSE, ATLANTA, GA, 30337
- Plan Type: 401(k)
- Total Participants: 13,254
- Total Assets: $620.4M
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 | 13,254 | $620.4M | $14.5M | $51.9M |
| 2023 | 12,856 | $544.5M | $14.1M | $48.7M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | RECORDKEEPER | $978,182 | — | $978,182 |
| RETIREMENT MANAGEMENT SERVICES, LLC | RECORDKEEPER | $73,920 | — | $73,920 |
| CAPTRUST FINANCIAL ADVISORS | INVESTMENT ADVISORY-PLAN | $73,875 | — | $73,875 |
| KATZ SAPPER & MILLER | AUDIT | $59,652 | — | $59,652 |
| ENVESTNET RETIREMENT SOLUTIONS | INVESTMENT ADVISORY-PLAN | $26,014 | — | $26,014 |
| MML INVESTORS SERVICES, LLC | BROKER | — | $17,067 | $17,067 |
| KATZ, SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — RECORDKEEPER
- MML INVESTORS SERVICES, LLC — BROKER
- KATZ, SAPPER & MILLER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,228,710
- 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 | $1,078,081 | — | — | — | — |
| 2023 | $1,139,875 | — | — | — | — |