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Sponsor portfolioTH

CONCRETE SUPPLY CO., INC.

EIN 58-1438825-construction-Latest filing 2024
Plans
3
Retirement
2
$56.5M assets
Welfare
1
$282K premiums
Participants
867
205 GEORGIA AVE W - FAYETTEVILLE, GA 302141527770-692-2620concretesupplyco.netLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$49.7M - 291 part#001401k-$6.7M - 377 part#505Mixed-$282K - 280 lives

Retirement portfolio analytics

2 plans aggregated / $56.5M assets / 668 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • EMPLOYEE STOCK OWNERSHIP (#002)88%
  • INC. 401K PLAN (#001)12%
Total $56.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • (Not disclosed)88%
  • ASCENSUS LLC12%
Total $56.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#001)377
  • EMPLOYEE STOCK OWNERSHIP (#002)291
Total 668Click row to drill in

Benefits portfolio analytics

1 plan / $282K premiums / 280 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$106K
  • Short-term disability$73K
  • Life$50K
  • Other$50K
  • Long-term disability$39K
  • Vision$15K
Total $282K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $282K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JOHN SNELLINGS INS AGCY INC100%
Total $37K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CONCRETE SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$49.7M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CONCRETE SUPPLY CO., INC. 401K PLAN

401k

Assets$6.7M
Participants377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

CONCRETE SUPPLY COMPANY HEALTH & WELFARE BENEFITS PALN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$282K
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CONCRETE SUPPLY CO., INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$49.7M2912024
001CONCRETE SUPPLY CO., INC. 401K PLAN401k$6.7M3772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505CONCRETE SUPPLY COMPANY HEALTH & WELFARE BENEFITS PALNMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$282K2802024
Retirement plans
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