Retirement plan

CONCRETE TECHNOLOGY CORP. EMPLOYEE SAVINGS INCENTIVE PLAN & TRUST

Name: CONCRETE TECHNOLOGY CORPORATION - CONCRETE TECHNOLOGY CORP. EMPLOYEE SAVINGS INCENTIVE PLAN & TRUST (2025) Form 5500
Creator: CONCRETE TECHNOLOGY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CONCRETE TECHNOLOGY CORP. EMPLOYEE SAVINGS INCENTIVE PLAN & TRUST, CONCRETE TECHNOLOGY CORPORATION

CONCRETE TECHNOLOGY CORPORATIONEIN 91-0656308Plan #003PY 2025

1123 PORT OF TACOMA ROAD - TACOMA, WA 98421253-383-3545concretetech.comLinkedIn201-500 employeesbuilding materials

Other plans on this EIN

2 filings

#006Retirement-$7.8M assets #004Retirement-$4.4M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.4M

+11.8% from 2024

Total participants

-1.6% from 2024

Average account balance

$207,811

+13.8% from 2024

Annual return

13.86%

+0.09 pp from 2024

Benchmarks

See 3,168 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort3,168 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.43M

Not enough data

1 years with asset history on file

Average account balance

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

$208K

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.

94.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$923K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+13.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20681

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

$1.1M

$19611 / participant

Other / not subdivided$1M100.0%

% of EOY assets

9.952%

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

$207,811

$94,436+120.1%

$115,599+79.8%

$82,637+151.5%

Participation rate

86.2%

70.4%+15.8pp

74.3%+11.9pp

68.1%+18.2pp

Annual return

13.86%

18.37%-4.5pp

111.10%-97.2pp

53.51%-39.7pp

Employer contribution / active EE

$5,300

$2,324+128.1%

$2,955+79.3%

$2,552+107.7%

Participant deferral / active EE

$10,608

$3,955+168.2%

$4,889+117.0%

$4,126+157.1%

Admin fee / account holder

$20,681

$10,328+100.2%

$12,841+61.1%

$7,339+181.8%

CONCRETE TECHNOLOGY CORP. EMPLOYEE SAVINGS INCENTIVE PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CONCRETE TECHNOLOGY CORP. EMPLOYEE SAVINGS INCENTIVE PLAN & TRUST

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