Plan Snapshot
- Plan Sponsor: Barwis Construction, LLC
- Sponsor EIN: 300227812
- Sponsor Address: 30 RIDGEWAY RD, BIRDSBORO, PA, 19508
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 43
- Total Assets: $8,684
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 | 43 | $8,684 | $0 | $0 |
| 2024 | 42 | $7,280 | $368,566 | $134,628 |
| 2023 | 46 | $2,762 | $351,760 | $0 |
| 2022 | 32 | $9,297 | $22,718 | $0 |
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 | $34,671 | — | $34,671 |
| TOMPKINS INSURANCE | Investment Advisor | $15,600 | — | $15,600 |
| REVIVEHEALTH, INC. | Other Service Provider | $6,786 | — | $6,786 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,057
- Estimated Expense Ratio: 657.036% 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 | $463,374 | — | — | — | — |
| 2024 | $778,669 | — | — | — | — |
| 2023 | $440,472 | — | — | — | — |
| 2022 | $13,421 | — | — | — | — |