Plan Snapshot
- Plan Sponsor: D.E.W. Construction Corp.
- Sponsor EIN: 043360865
- Sponsor Address: 277 BLAIR PARK ROAD, WILLISTON, VT, 05495
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $15.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 111 | $15.2M | $230,343 | $982,675 |
| 2023 | 117 | $14.3M | $219,654 | $910,952 |
| 2022 | 112 | $12.3M | $217,921 | $875,387 |
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 |
|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | ADVISOR | — | $17,820 | $17,820 |
| TRG INVESTMENT ADVISORS LLC | ADVISOR/INVESTEMENT ADV | $14,313 | — | $14,313 |
| CARON & BLETZER, PLLC | ACCOUNTANT/AUDITOR | $13,000 | — | $13,000 |
| THE SWANSON GROUP LLC | ACCOUNTANT/AUDITOR | $7,623 | — | $7,623 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA INVESTMENT SERVICES LLC — ADVISOR
- TRG INVESTMENT ADVISORS LLC — ADVISOR/INVESTEMENT ADV
- CARON & BLETZER, PLLC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,756
- Estimated Expense Ratio: 0.348% 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 | $37,722 | $17,099 | — | $20,623 | — |
| 2023 | $11,910 | — | — | $10,000 | — |
| 2022 | -$10,845 | — | — | — | — |