Plan Snapshot
- Plan Sponsor: D.A. Collins Construction Co., INC.
- Sponsor EIN: 141403204
- Sponsor Address: 269 BALLARD ROAD, WILTON, NY, 12831
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 256
- Total Assets: $1.8M
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 | 256 | $1.8M | $951,902 | $77,669 |
| 2023 | 250 | $4.5M | $2.7M | $62,880 |
| 2022 | 240 | $4.9M | $3.2M | $65,126 |
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 |
|---|---|---|---|---|
| ESHCA, INC. | Other Service Provider | $172,346 | — | $172,346 |
| FIRLEY,MORAN,FREER&EASSA, CPA, P.C. | Auditor | $25,852 | — | $25,852 |
| GAYLE CHURCHILL | Other Service Provider | $12,518 | — | $12,518 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $210,716
- Estimated Expense Ratio: 11.758% 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 | $217,489 | $3,583 | $184,864 | $25,852 | — |
| 2023 | $212,551 | $4,467 | $179,073 | $25,362 | — |
| 2022 | $217,457 | $2,241 | $159,926 | — | $51,779 |