Plan Ledger DOL Form 5500 · updated monthly

Heidelberg Materials Northeast-Ny, LLCProfit-sharing plan

EMPIRE STATE HIGHWAY CONTRACTORS ASSOCIATION, INC RETIREMENT PLAN FOR THE EMPLOYEES OF HANSON AGGREGATES NEW YORK, LLC · NEDROW, NY · plan year 2023

Reported admin expense ratio · 2023
0.28%

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

Heidelberg Materials Northeast-Ny, LLC reported $58,015 in plan administrative expenses for 2023: 0.28% of average plan assets, above the peer median. Employer contributions averaged $31,961 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 3 years on file its reported administrative ratio has held roughly steady near 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other construction employers. By assets it is the 2,366th-largest of 5,648 plans among New York employers on file, and the 1,885th of 5,337 in construction.

Plan summary
Net assets, end of year$22,131,401
Participants with balances102
Active participants65
Employer contributions$2,077,485
Employee contributions—
Employer contribution per active participant$31,961
Average account balance$216,975
Benefits paid to participants$2,111,716
Plan auditUnmodified (clean) audit opinion
AuditorFIRLEY, MORAN, FREER & EASSA CPA PC
Plan history3
Yearassets · accounts · employer contribution
2024$20.0M · 103 accts · $1.9M emplr
2023$22.1M · 102 accts · $2.1M emplr
2022$19.8M · 107 accts · $1.8M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$42,427
Audit (IQPA)$14,224
Total administrative$58,015
Employer contributions to the Heidelberg Materials Northeast-Ny, LLC plan · 2023
Employer contribution per active participant$31,961
Median for plans this size$2,440
2024$30,533 per active participant
2023$31,961 per active participant
2022$27,253 per active participant

Heidelberg Materials Northeast-Ny, LLC's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
MILLIMAN, INC. · Actuarial$21,737
FIRLEY,MORAN,FREER & EASSA,CPA,P.C. · Accounting / audit$14,224

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$60,808 · 0.29%
2023$58,015 · 0.28%
2022$64,026 · 0.30%
Same employer
Similar plansConstruction · New York
Hayner Hoyt Corporation NY$23.1M · 0.04%
Douglaston Companies I LLC NY$21.5M · 0.30%
Tritech Communications, Inc NY$20.5M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160928494 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.