Plan Snapshot
- Plan Sponsor: Dave Gutelius Excavating, INC.
- Sponsor EIN: 232691903
- Sponsor Address: 291 N 8TH STREET, MIFFLINBURG, PA, 17844
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 74
- Total Assets: $27,082
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 | 74 | $27,082 | $1.0M | $100,945 |
| 2023 | 65 | $53,950 | $731,349 | $107,165 |
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 |
|---|---|---|---|---|
| SHOLLEY AGENCY, INC. | Investment Advisor | $18,550 | — | $18,550 |
| THE BENECON GROUP | Investment Advisor | $14,789 | — | $14,789 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,339
- Estimated Expense Ratio: 123.104% 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 | $1,124,931 | — | — | — | — |
| 2023 | $967,487 | — | — | — | — |