Plan5500

Heritage Group Retirement Savings Plan — Form 5500 plan (Asphalt Materials, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Heritage Group Retirement Savings Plan is a benefit plan reported by Asphalt Materials, Inc. under EIN 35-1002095 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,514 participants and $665,358,095 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Asphalt Materials, Inc.
EIN
35-1002095
Plan number
002
Plan type
3
Location
Indianapolis, IN
Latest filing year
2023
Participants
4,514
End-of-year plan assets
$665,358,095

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,514H, C20241003084423NAL0020117090001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$665,358,095
Net assets (EOY)
$665,358,095
Net assets (BOY)
$552,433,143

Income & contributions

Employer contributions
$22,864,327
Participant contributions
$30,099,839
Total contributions
$58,054,176
Total income / additions
$159,766,875

Expenses & distributions

Benefits paid
$46,816,021
Administrative expenses
$220,934
Total expenses
$47,086,933
Net increase / (decrease)
$112,679,942

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$332,930$02023
Empower Advisory Group, LLCINVESTMENT MGMT$219,734not reported in the loaded dataset2023

Related Form 5500 pages