Retirement plan

ATLANTA SAND & SUPPLY CO SAVING INCENTIVE & SALARY DEFERRAL PLAN

Name: ATLANTA SAND & SUPPLY CO. - ATLANTA SAND & SUPPLY CO SAVING INCENTIVE & SALARY DEFERRAL PLAN (2025) Form 5500
Creator: ATLANTA SAND & SUPPLY CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATLANTA SAND & SUPPLY CO SAVING INCENTIVE & SALARY DEFERRAL PLAN, ATLANTA SAND & SUPPLY CO.

ATLANTA SAND & SUPPLY CO.EIN 58-1141668Plan #002PY 2025

PO BOX 27597 - MACON, GA 312217597478-475-5444LinkedIn11-50 employeestransportation/trucking/railroad

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.5M

+21.4% from 2024

Total participants

+3.3% from 2024

Average account balance

$55,844

+13.6% from 2024

Annual return

14.74%

+2.81 pp from 2024

Benchmarks

See 108 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants25-99

Cohort108 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.46M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$56K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

126.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$363K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.74%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3176

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$197K

$4018 / participant

Other / not subdivided$197K100.0%

% of EOY assets

5.687%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,844

$92,041-39.3%

$299,830-81.4%

$94,015-40.6%

Participation rate

100.0%

71.4%+28.6pp

78.5%+21.5pp

70.8%+29.2pp

Annual return

14.74%

15.24%-0.5pp

10.58%+4.2pp

17.84%-3.1pp

Employer contribution / active EE

$2,480

$2,506-1.1%

$5,842-57.6%

$2,790-11.1%

Participant deferral / active EE

$4,919

$4,287+14.7%

$7,038-30.1%

$4,249+15.8%

Admin fee / account holder

$3,176

$8,997-64.7%

$50,982-93.8%

$8,951-64.5%

ATLANTA SAND & SUPPLY CO SAVING INCENTIVE & SALARY DEFERRAL PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATLANTA SAND & SUPPLY CO SAVING INCENTIVE & SALARY DEFERRAL PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion