Plan Ledger DOL Form 5500 · updated monthly

Caddell Construction Co. (de), LLC401(k)

CADDELL CONSTRUCTION RETIREMENT PLAN · MONTGOMERY, AL · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Caddell Construction Co. (de), LLC reported $22,336 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,380 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.00% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 123rd-largest of 902 plans among Alabama employers on file, and the 923rd of 5,337 in construction. In 2024, employees put in $1.58 for every $1.00 the employer contributed; active participation has grown from 293 to 405 since 2022.

Plan summary
Net assets, end of year$59,804,230
Participants with balances524
Active participants405
Employer contributions$2,178,995
Employee contributions$3,432,156
Employer contribution per active participant$5,380
Average account balance$114,130
Benefits paid to participants$7,314,614
Plan auditUnmodified (clean) audit opinion
AuditorCARR RIGGS & INGRAM
Plan history3
Yearassets · accounts · employer contribution
2024$59.8M · 524 accts · $2.2M emplr
2023$54.3M · 572 accts · $1.7M emplr
2022$48.8M · 401 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,336
Total administrative$22,336
The Caddell Construction Co. (de), LLC 401(k) match · 2024
Employer contribution per active participant$5,380
Median for plans this size$3,635
2024$5,380 per active participant
2023$4,060 per active participant
2022$5,786 per active participant

Caddell Construction Co. (de), LLC's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
JPMORGAN INVEST HOLDINGS LLC$22,336

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$22,336 · 0.04%
2023$2,758 · 0.01%
2022$61 · 0.00%
Same employer
Similar plansConstruction · Alabama
Hoar Holdings, LLC AL$128.1M · 0.11%
Dunn Investment Company AL$94.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454363916 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.