# Berks Construction Group, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/berks-construction-group-llc-813983474-501

> Berks Construction Group, LLC's Health & Welfare plan: 56 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berks Construction Group, LLC

- **Sponsor EIN:** 813983474

- **Sponsor Address:** 711 SPRING STREET, WYOMISSING, PA, 19610

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 56

- **Total Assets:** $245,028

## 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.|

| 2024|56|$245,028|$447,604|$335,001|

| 2023|51|$150,940|$351,069|$393,299|

| 2022|45|$92,569|$19,272|$32,281|

## 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|

| TOMPKINS INSURANCE|Investment Advisor|$19,110|—|$19,110|

| THE BENECON GROUP|Investment Advisor|$16,571|—|$16,571|

| CONNECTCARE3|Other Service Provider|$14,064|—|$14,064|

| CAPITAL BLUECROSS|Other Service Provider|$9,082|—|$9,082|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $58,827

- **Estimated Expense Ratio:** 24.008% 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|

| 2024|$698,743|—|—|—|—|

| 2023|$681,012|—|—|—|—|

| 2022|$42,046|—|—|—|—|

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