Plan Snapshot
- Plan Sponsor: Vulcan Materials Company
- Sponsor EIN: 208579133
- Sponsor Address: 1200 URBAN CENTER DRIVE, BIRMINGHAM, AL, 35242
- Plan Type: 401(k)
- Plan Number: 050
- Total Participants: 811
- Total Assets: $145.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 811 | $145.8M | $0 | $0 |
| 2024 | 646 | $139.8M | $2.3M | $6.4M |
| 2023 | 709 | $139.4M | $3.3M | $7.2M |
| 2022 | 894 | $126.4M | $2.7M | $7.6M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | Other Service Provider | $254,640 | — | $254,640 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $34,806 | — | $34,806 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $289,446
- Estimated Expense Ratio: 0.199% 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 |
|---|---|---|---|---|---|
| 2025 | $20,994,550 | $254,640 | — | — | — |
| 2024 | $293,656 | $253,741 | — | — | — |
| 2023 | $290,609 | $247,062 | — | — | — |
| 2022 | $309,800 | $263,806 | — | — | $900 |