Plan Snapshot
- Plan Sponsor: B&D Builders, LLC
- Sponsor EIN: 203114958
- Sponsor Address: 34 S VINTAGE ROAD, PARADISE, PA, 17562
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 93
- Total Assets: $32,164
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 93 | $32,164 | $0 | $0 |
| 2024 | 82 | $4,513 | $428,903 | $190,863 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $42,566 | — | $42,566 |
| CAPITAL BLUECROSS | Other Service Provider | $38,766 | — | $38,766 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $32,027 | — | $32,027 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,359
- Estimated Expense Ratio: 352.441% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $177,259 | — | — | — | — |
| 2024 | $689,565 | — | — | — | — |