Plan Snapshot
- Plan Sponsor: Consolidated Builders Benefits Trust
- Sponsor EIN: 232919556
- Sponsor Address: 300 INDIAN SPRINGS ROAD, STE 143, INDIANA, PA, 15701
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 181
- Total Assets: $206,928
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 | 181 | $206,928 | $1.3M | $0 |
| 2023 | 275 | $192,729 | $1.2M | $0 |
| 2022 | 283 | $183,981 | $1.4M | $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 |
|---|---|---|---|---|
| GROSSMAN YANAK & FORD LLP | Auditor | $18,146 | — | $18,146 |
| MY BENEFIT ADVISOR, LLC | Recordkeeper | $9,828 | — | $9,828 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROSSMAN YANAK & FORD LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,974
- Estimated Expense Ratio: 13.519% 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 | $35,520 | — | $6,828 | $14,751 | — |
| 2023 | $37,539 | — | $8,475 | $14,760 | — |
| 2022 | $39,287 | — | $8,495 | — | $22,429 |