Plan Snapshot
- Plan Sponsor: D.A. Collins Construction, INC.
- Sponsor EIN: 141403204
- Sponsor Address: 269 BALLARD ROAD, WILTON, NY, 12831
- Plan Type: DC
- Total Participants: 323
- Total Assets: $74.6M
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 | 323 | $74.6M | $4.1M | $0 |
| 2023 | 334 | $71.4M | $4.5M | $0 |
| 2022 | 344 | $63.3M | $0 | $3.5M |
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 |
|---|---|---|---|---|
| FIRLEY, MORAN, FREER & EASSA CPA PC | Auditor | $15,744 | — | $15,744 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,744
- Estimated Expense Ratio: 0.021% 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 | $156,921 | — | $82,588 | $15,744 | — |
| 2023 | $160,879 | — | $84,445 | $16,273 | — |
| 2022 | $163,668 | — | — | — | $163,668 |