Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › New Enterprise Stone & Lime
New Enterprise Stone & Lime 401(k)
- Manufacturing
- New Enterprise, PA
- EIN 23-1374051
- 1 plan with Schedule H financials
- Plan year 2024
- New Enterprise Stone & Lime Co., Inc.
Administrative expenses excluding investment management, per participant · New Enterprise Stone & Lime Co., Inc. 401(k) Savings and Retirement Plan · plan year 2024
$111.87
Higher than 60% of the 8,758 plans $50 to 250M that report it.
Source
= $236,935 / 2,118
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250925121118NAL0003523651001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925121118NAL0003523651001, received 2025-09-25
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-25.
Cost and contributions
Administrative expenses per participant
$144.92
Higher than 55% of the 9,042 plans $50 to 250M that report it.
Source
= $306,935 / 2,118
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925121118NAL0003523651001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925121118NAL0003523651001, received 2025-09-25
Administrative expenses as a share of assets
0.127%
Higher than 47% of the 9,049 plans $50 to 250M that report it.
Source
= $306,935 / $242,309,680
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925121118NAL0003523651001, received 2025-09-25
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250925121118NAL0003523651001, received 2025-09-25
Employer contributions per participant
$4,893
Higher than 76% of the 9,105 plans $50 to 250M that report it.
Source
= $10,364,179 / 2,118
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925121118NAL0003523651001, received 2025-09-25
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925121118NAL0003523651001, received 2025-09-25
Employer share of total contributions
46.2%
Higher than 85% of the 9,112 plans $50 to 250M that report it.
Source
= $10,364,179 / $22,421,889
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925121118NAL0003523651001, received 2025-09-25
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250925121118NAL0003523651001, received 2025-09-25
Plan terms, as stated in New Enterprise Stone & Lime Co., Inc.'s SEC filings
Plan terms are described in New Enterprise Stone & Lime Co., Inc.'s SEC filings: Form 10-K filed 2016-05-23. No term could be quoted from them with the required precision.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250925121118NAL0003523651001, received 2025-09-25
Full record, New Enterprise Stone & Lime Co., Inc. 401(k) Savings and Retirement Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | NEW ENTERPRISE STONE & LIME CO., INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Plan name | NEW ENTERPRISE STONE & LIME CO., INC. 401(K) SAVINGS AND RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Sponsor EIN / plan number | 23-1374051 / 010 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Sponsor location | NEW ENTERPRISE, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Industry (business code) | 327300, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Filing received | 2025-09-25 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Participants, beginning of year | 2,428 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Active participants | 1,907 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Participants, end of year | 2,275 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Participants with an account balance | 2,118 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Total assets, beginning of year | $220,023,126 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Total assets, end of year | $242,309,680 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Net assets, end of year | $242,309,680 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Total income | $52,607,892 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Net income | $22,286,554 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Employer contributions | $10,364,179 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Participant contributions | $10,420,899 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Other contributions (incl. rollovers) | $1,636,811 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Total contributions | $22,421,889 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Benefit payments | $29,941,959 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Total expenses (incl. benefit payments) | $30,321,338 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Total administrative expenses | $306,935 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Contract administrator fees | $180,733 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| IQPA audit fees | $56,202 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Investment advisory and management fees | $70,000 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Administrative expenses excluding investment management | $236,935 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Held in common/collective trusts | $124,335,792 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Held in mutual funds | $97,930,897 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250925121118NAL0003523651001, received 2025-09-25 |
| Independent auditor | BDO USA, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250925121118NAL0003523651001, received 2025-09-25 |
Position = column in the DOL layout for form year 2024. Filing 20250925121118NAL0003523651001, received 2025-09-25.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $180,733 | yes |
| WELLS FARGO ADVISORS | INVESTMENT ADVISORY | 27 Investment advisory (plan); 50 Direct payment from the plan | $70,000 | no |
| BDO | ACCOUNTANT | 10 Accounting (including auditing); 50 Direct payment from the plan | $56,202 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250925121118NAL0003523651001, received 2025-09-25.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $220,023,126 | $242,309,680 | 10.1% |
| Participants with a balance | 2,176 | 2,118 | -2.7% |
| Administrative expenses | $300,674 | $306,935 | 2.1% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $5,976,975 | $10,364,179 | 73.4% |
Prior filing 20241015154505NAL0048736752001, received 2024-10-15; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: NEW ENTERPRISE STONE & LIME CO., INC.; SEC registrant: New Enterprise Stone & Lime Co., Inc. (CIK 1527032, matched by EIN).