# Dave Gutelius Excavating, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/dave-gutelius-excavating-inc-232691903-501

> Dave Gutelius Excavating, INC.'s Health & Welfare plan: 74 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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