Plan Snapshot
- Plan Sponsor: D&B Construction Group, LLC
- Sponsor EIN: 275360748
- Sponsor Address: 2001 STATE HILL ROAD, WYOMISSING, PA, 19610
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 36
- Total Assets: $129,198
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 | 36 | $129,198 | $0 | $0 |
| 2024 | 29 | $116,328 | $214,208 | $115,850 |
| 2023 | 33 | $51,733 | $48,618 | $5,623 |
| 2022 | 39 | $32,078 | $202,623 | $114,360 |
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 | $23,691 | — | $23,691 |
| PATRIOT (POWER-KUNKLE GROUP, INC.) | Investment Advisor | $14,081 | — | $14,081 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,772
- Estimated Expense Ratio: 29.236% 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 | $331,510 | — | — | — | — |
| 2024 | $261,456 | — | — | — | — |
| 2023 | $32,785 | — | — | — | — |
| 2022 | $306,223 | — | — | — | — |