Plan Snapshot
- Plan Sponsor: Dextera Corporation
- Sponsor EIN: 510547437
- Sponsor Address: 11166 FAIRFAX BLVD., STE 500, FAIRFAX, VA, 22030
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 21
- Total Assets: $52
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 | 21 | $52 | $0 | $0 |
| 2024 | 24 | $50,080 | $450,621 | $58,839 |
| 2023 | 27 | $98,725 | $352,488 | $85,485 |
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 | $27,546 | — | $27,546 |
| BROWN & BROWN (VA) | Investment Advisor | $9,800 | — | $9,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,346
- Estimated Expense Ratio: 71819.231% 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 | $521,922 | — | — | — | — |
| 2024 | $589,780 | — | — | — | — |
| 2023 | $376,468 | — | — | — | — |