# D&amp;B Construction Group, LLC Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/d-b-construction-group-llc-275360748-501

> D&amp;B Construction Group, LLC&#39;s Health &amp; Welfare plan: 36 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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