# Byron Waggoner Construction, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/byron-waggoner-construction-inc-204454466-501

> Byron Waggoner Construction, INC.'s Health & Welfare plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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