# Combs Construction Company, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/combs-construction-company-inc-561878044-501

> Combs Construction Company, INC.'s Health & Welfare plan: 28 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Combs Construction Company, INC.

- **Sponsor EIN:** 561878044

- **Sponsor Address:** 124 BANDIT LANE, MOORESVILLE, NC, 28117

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 28

- **Total Assets:** $140,092

## 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|28|$140,092|$0|$0|

| 2024|43|$157,998|$576,568|$138,042|

| 2023|51|$1,620|$531,821|$168,839|

| 2022|57|$47,715|$439,811|$192,054|

## 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|$30,129|—|$30,129|

| MEDCOST BENEFIT SERVICES, LLC|Other Service Provider|$25,217|—|$25,217|

| IMA FINANCIAL GROUP (ECM SOLUTIONS)|Investment Advisor|$11,572|—|$11,572|

| E.K MCCONKEY & CO|Investment Advisor|$7,890|—|$7,890|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $74,808

- **Estimated Expense Ratio:** 53.399% 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|$862,022|—|—|—|—|

| 2024|$548,399|—|—|—|—|

| 2023|$760,065|—|—|—|—|

| 2022|$695,565|—|—|—|—|

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