My Plan Facts

Quikrete Companies Retirement and Savings Plan for Collectively Bargained Employees401(k) plan: employer contributions, fees and assets

Form 5500 for plan year 2025

The filing shows $2,192 of employer contributions for each active participant in the plan year that ended 31 Dec 2025. Form 5500 does not state the match formula.

Sponsor
Quikrete International, Inc., Atlanta, GA
EIN and plan number
20-0512217, plan 003
Plan type
401(k), profit sharing. Single-employer plan
Plan year
to
Filing received

What this filing shows

At the end of the plan year that ended 31 Dec 2025, the plan had 1,509 participants.

Net assets were $60,482,072 at the end of that plan year.

Employer contributions were $2,192 for each active participant in that plan year.

Participant contributions were $3,606 for each active participant.

By participants, it was number 332 of 1,895 defined contribution plans with 100 or more participants and a filing address in Georgia.

By net assets, it was number 440 of 1,807.

Its net assets rose by 16.8% from plan year 2024 to 2025.

Net assets of the 9,237 defined contribution plans with 1,000 to 4,999 participants in plan year 2024 that filed for both years rose by 15.1%.

Its net assets for each participant were $40,081 in plan year 2025.

The median of defined contribution plans with 1,000 to 4,999 participants was $50,214 in plan year 2024.

Form 5500 does not state the match formula.

What Form 5500 does not show

  • The match formula. The form gives the total of the employer contributions for a plan year.
  • Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
  • The account of a person. The form gives totals for the plan.

Guide: what Form 5500 shows and does not show

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through . The Department of Labor received this filing on .

Contributions

Position among plans of the same type and size. The group: 10,256 defined contribution plans with 1,000 to 4,999 participants, plan year 2024. The percentiles set the latest figures of this plan against the group of plan year 2024.

Employer contributionsPlan year that ended 31 Dec 2025. Cash from employers, Schedule H line 2a(1)(A)
$2,814,753
Active participants31 Dec 2025
1,284
Employer contributions for each active participant
$2,192
Among plans of the same type and size$2,192plan year 2024

The plan is at the 52nd percentile of the group. The quartiles of the group are $825, $2,042 and $4,178. Among plans of the same sector, the plan is at the 50th percentile.

Participant contributionsPlan year that ended 31 Dec 2025
$4,630,715
Rollovers and other contributions
$31,932
Participant contributions for each active participant
$3,606
Among plans of the same type and size$3,606plan year 2024

The plan is at the 42nd percentile of the group of 9,556 plans. The quartiles of the group are $2,096, $4,321 and $7,451. Among plans of the same sector, the plan is at the 34th percentile.

Total contributionsPlan year that ended 31 Dec 2025. Schedule H line 2a(3)
$7,477,400

A percentile gives a position in the group. It does not grade the plan. Groups: plans with 1,000 to 4,999 participants, Manufacturing sector.

Fees that the filing shows

The fees on this page are the administrative expenses of the plan and the Schedule C compensation. Fund expense ratios are not in Form 5500.

Contract administrator fees
$73,472
Other administrative expenses
$20,041
Investment advisory and management fees
$15,766
Administrative expenses, Schedule HPlan year that ended 31 Dec 2025
$109,279
Administrative expenses for each participant$72.42plan year 2024

The plan is at the 44th percentile of the group. The quartiles of the group are $42.42, $81.95 and $127. Among plans of the same sector, the plan is at the 29th percentile.

Direct compensation
$108,911
Indirect compensation
$0
Schedule C compensation to organisationsPlan year that ended 31 Dec 2025
$108,911
Schedule C compensation for each participant$72.17plan year 2024

The plan is at the 44th percentile of the group. The quartiles of the group are $43.73, $81.94 and $126. Among plans of the same sector, the plan is at the 27th percentile.

The group for a fee line has only the plans that report an amount. Guide: how to read Schedule C fees

Assets and participants

Net assets at the start of the plan year
$51,803,569
Total income, with the result of the investments
$15,183,787
Benefits paid
$7,072,552
Total expenses
$7,312,464
Net income
$7,871,323
Net transfers
$807,180
Net assets, 31 Dec 2025
$60,482,072
Active participants
1,284
Retired or separated, with benefits now
8
Retired or separated, with benefits later
217
Participants with an account balance
1,118
Participants, 31 Dec 2025
1,509
Net assets for each participant$40,081plan year 2024

The plan is at the 42nd percentile of the group. The quartiles of the group are $20,624, $50,214 and $103,669. Among plans of the same sector, the plan is at the 29th percentile.

Net assets for each participant is an average of the plan. Form 5500 has no account balance of a person.

Plan years on file

Net assets at the end of the plan year
$5.6M$60.5M20152025
Participants at the end of the plan year
1761,5301,50920152025
Quikrete Companies Retirement and Savings Plan for Collectively Bargained Employees: figures of each plan year on fileA plan year has the number of the year in which it started. The earlier years include the filings under the EIN or plan number that the plan had before.
Plan yearParticipantsNet assetsEmployer contributionsParticipant contributionsSchedule C compensation
20251,509$60.5M$2.8M$4.6M$109K
20241,498$51.8M$2.6M$4.1M$108K
20231,492$45.8M$2.9M$4.2M$137K
20221,530$38.5M$2.4M$3.9M$75K
20211,434$44.6M$2.4M$3.6M$73K
20201,296$38.5M$3.5M$3.2M$50K
20191,273$29.6M$1.6M$2.5M$81K
20181,322$23.7M$625K$807K$14K
2017385$8.7M$523K$561K$6,000
2016133$9.9M$269K$250K$4,000
2015176$5.6M$253K$270K$3,000

Assets by Schedule H category, 31 Dec 2025

Common/collective trusts
$50.2M 83.0%
Registered investment companies (mutual funds)
$4.3M 7.1%
Insurance company general account
$3.1M 5.1%
Participant loans
$2.9M 4.7%
Other investments
$9,684 0.0%

The form shows the type of the investment vehicle. It does not list the funds of the plan.

Service providers on Schedule C

Organisations that Quikrete Companies Retirement and Savings Plan for Collectively Bargained Employees paid $5,000 or morePlan year that ended 31 Dec 2025. Service codes and amounts as filed.
OrganisationServices in the filingDirect compensationIndirect compensation
Voya Retirement Insurance & AnnuityRecordkeeping fees; Other fees$96,226$0
Voya Retirement Advisors, LLCOther fees$6,789$0
Morgan Stanley GlobalOther fees$5,896$0

Schedule C lists a provider only when the plan paid it $5,000 or more. The site does not show persons that Schedule C names.

Other answers in the filing

Opinion of the accountantSchedule H line 3a
Unmodified
Accountant performed an ERISA section 103(a)(3)(C) auditSchedule H line 3b
Yes
Accounting firmSchedule H line 3c
Cohnreznick LLP
Failure to transmit participant contributionsSchedule H line 4a
No
Fidelity bondSchedule H line 4d
Yes, $10,000,000
Blackout period in the plan yearSchedule H line 4m
No
Marks on the form
automatic enrollment, collectively bargained
  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2RParticipant-directed brokerage accounts provided as an investment option under the plan
  • 2S401(k) plan or 403(b) plan that provides for automatic enrollment
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3DPre-approved pension plan

Plan characteristics codes of line 8a, with the labels of the Form 5500 instructions. Business code 327300: Cement & Concrete Product Mfg.

The plan administrator gives these answers on Schedule H. The site shows the answers as filed. It draws no conclusion from them.

Line 3a. The attached opinion of an independent qualified public accountant for this plan is (see instructions): The form has four choices: unmodified, qualified, disclaimer and adverse. Glossary

Line 4a. Was there a failure to transmit to the plan any participant contributions within the time period described in 29 CFR 2510.3-102? Continue to answer “Yes” for any prior year failures until fully corrected. (See instructions and DOL’s Voluntary Fiduciary Correction Program.) A “Yes” answer carries an amount. The line does not say why a transfer was late. Glossary

Form text copied from Department of Labor, Schedule H (Form 5500), editions 2024 and 2025 on .

Other plans of Quikrete International, Inc.

Plans that file under EIN 20-0512217
PlanParticipantsNet assets
The Quikrete Companies Profit Sharing and Tax Deferred Plan18,664$833M

The employer page of Quikrete International, Inc.

Plans of similar size in the same industry

Plans with the same plan type and business code, nearest in number of participantsThe list is for navigation. Its order is not a rank.
PlanSponsorParticipants
Thomas Concrete, Inc. 401(k) Profit Sharing PlanThomas Concrete Industries, Inc.1,673
Quikrete Companies Retirement Savings Plan forForterra Pipe & Precast, LLC1,498
Mapei Corporation 401(k) PlanMapei Corporation1,757
Jensen Precast 401(k) Profit Sharing PlanJensen Enterprises, Inc. DBA Jensen Precast1,495
The GCC 401(k) PlanGCC of America, Inc.1,818
Cemstone and TCC Employee Savings PlanCemstone Products Company1,418
Central Processing Corp. Retirement PlanCentral Processing Corp.1,828
Dolese Bros. Co. 401(k) Employees Savings Incentive PlanDolese Bros. Co.1,306
Concrete Supply Co. Savings PlanConcrete Supply Company, LLC1,830
Croell, Inc. 401(k) PlanCroell, Inc.1,299

Official channels

The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .

Cite this page

My Plan Facts. "Quikrete Companies Retirement and Savings Plan for Collectively Bargained Employees." https://myplanfacts.com/plan/200512217-003-quikrete-companies-retirement-and-savings-plan-for-collectively-bargai/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

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Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets (Form 5500, Schedule H, Schedule C), plan years 2009 to 2025. The datasets are in the public domain. This page shows the latest filing on record for EIN 20-0512217, plan 003. An amended filing replaces it at the next update. The site calculates the figures for each participant, the quartiles and the percentiles. How the figures are made. Report an error.

Questions

Does the filing show the employer match?

No. Form 5500 does not state the match formula. The filing shows total employer contributions of $2,814,753 for the plan year that ended 31 Dec 2025. Participants contributed $4,630,715 in total in that plan year.

What fees does the filing show?

The plan reported $109,279 of administrative expenses for the plan year that ended 31 Dec 2025. Schedule C shows $108,911 of compensation to service providers. Fund expense ratios are not in Form 5500.

Which organisations give services to the plan?

Schedule C of the filing names 3 organisations. The table of service providers on this page gives the names, the services and the amounts. Schedule C lists a provider only when the plan paid it $5,000 or more.

How old are these figures?

The figures are for the plan year from 1 Jan 2025 to 31 Dec 2025. The Department of Labor received the filing on 15 Oct 2026. A filing is due by the last day of the 7th month after the plan year ends. An extension allows up to 9.5 months after the plan year ends.