Plan Snapshot
- Plan Sponsor: Byron Waggoner Construction, INC.
- Sponsor EIN: 204454466
- Sponsor Address: 135 BENTZ MILL ROAD, EAST BERLIN, PA, 173169109
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 162
- Total Assets: $753,268
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 | 162 | $753,268 | $1.8M | $701,249 |
| 2023 | 151 | $789,431 | $2.0M | $627,629 |
| 2022 | 137 | $0 | $0 | $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 LLC | Investment Advisor | $73,848 | — | $73,848 |
| COMMONWEALTH FINANCIAL GROUP | Investment Advisor | $31,032 | — | $31,032 |
| MPB RISK SERVICES, LLC | Investment Advisor | $15,312 | — | $15,312 |
| CONNECTCARE3 | Other Service Provider | $10,852 | — | $10,852 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,044
- Estimated Expense Ratio: 17.397% 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 | $133,469 | — | $133,469 | — | — |
| 2023 | $102,191 | — | $102,191 | — | — |
| 2022 | — | — | — | — | — |