Plan Snapshot
- Plan Sponsor: Carr And Duff, INC.
- Sponsor EIN: 231569948
- Sponsor Address: 2100 BYBERRY RD, HUNTINGDON VALLEY, PA, 19006
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 84
- Total Assets: $668,908
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 | 84 | $668,908 | $0 | $0 |
| 2024 | 95 | $344,581 | $2.3M | $145,580 |
| 2023 | 80 | $313,003 | $1.6M | $120,041 |
| 2022 | 66 | $204,860 | $1.2M | $96,353 |
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 | $27,725 | — | $27,725 |
| CORPORATE SYNERGIES GROUP, LLC | Investment Advisor | $27,400 | — | $27,400 |
| INDEPENDENCE ADMINISTRATORS | Other Service Provider | $22,999 | — | $22,999 |
| REVIVEHEALTH, INC. | Other Service Provider | $14,183 | — | $14,183 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,307
- Estimated Expense Ratio: 13.800% 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 | $2,536,576 | — | — | — | — |
| 2024 | $2,543,236 | — | — | — | — |
| 2023 | $1,605,721 | — | — | — | — |
| 2022 | $1,240,548 | — | — | — | — |