Plan Snapshot
- Plan Sponsor: Dandy Service Corporation
- Sponsor EIN: 251723564
- Sponsor Address: 916 BRUSH CREEK ROAD, WARRENDALE, PA, 15086
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 57
- Total Assets: $417,461
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 | 57 | $417,461 | $1.3M | $5,386 |
| 2023 | 53 | $1,349 | $618,292 | $245,670 |
| 2022 | 67 | $47,484 | $515,410 | $269,486 |
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 | $41,288 | — | $41,288 |
| HIGHSTREET INSURANCE SERVICES NORTH | Investment Advisor | $20,400 | — | $20,400 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $7,527 | — | $7,527 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,215
- Estimated Expense Ratio: 16.580% 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 | $639,537 | — | — | — | — |
| 2023 | $1,230,099 | — | — | — | — |
| 2022 | $815,135 | — | — | — | — |