Plan Snapshot
- Plan Sponsor: Dbc Real Estate Management LLC
- Sponsor EIN: 261908438
- Sponsor Address: 51 PENNWOOD PLACE, SUITE 200, WARRENDALE, PA, 150866506
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 55
- Total Assets: $11,985
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. |
|---|---|---|---|---|
| 2025 | 55 | $11,985 | $0 | $0 |
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, LLC | Investment Advisor | $42,608 | — | $42,608 |
| AMERIHEALTH ADMINISTRATORS, INC. | Other Service Provider | $18,630 | — | $18,630 |
| HENDERSON BROTHERS INC. | Investment Advisor | $17,700 | — | $17,700 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,938
- Estimated Expense Ratio: 658.640% 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 |
|---|---|---|---|---|---|
| 2025 | $821,891 | — | — | — | — |