Plan Snapshot
- Plan Sponsor: D & F Construction, INC.
- Sponsor EIN: 541206616
- Sponsor Address: 4017 PENN-BELT PLACE, FORESTVILLE, MD, 20747
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $6.1M
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 | 216 | $6.1M | $121,863 | $230,537 |
| 2023 | 192 | $5.3M | $117,105 | $217,451 |
| 2022 | 181 | $4.5M | $109,828 | $201,367 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $18,976 | — | $18,976 | — | — |
| 2023 | $16,005 | — | $16,005 | — | — |
| 2022 | $15,750 | — | $15,750 | — | — |