Plan Snapshot
- Plan Sponsor: Dft INC.
- Sponsor EIN: 232787762
- Sponsor Address: P.O. BOX 566, EXTON, PA, 19341
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 80
- Total Assets: $689,714
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 | 80 | $689,714 | $0 | $0 |
| 2024 | 82 | $459,630 | $1.8M | $82,516 |
| 2023 | 73 | $477,127 | $1.1M | $175,000 |
| 2022 | 74 | $221,994 | $1.0M | $156,030 |
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 | $93,626 | — | $93,626 |
| UMR | Other Service Provider | $48,946 | — | $48,946 |
| CORPORATE SYNERGIES GROUP, LLC | Investment Advisor | $26,158 | — | $26,158 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $168,730
- Estimated Expense Ratio: 24.464% 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 | $2,166,123 | — | — | — | — |
| 2024 | $2,045,655 | — | — | — | — |
| 2023 | $1,143,503 | — | — | — | — |
| 2022 | $1,625,038 | — | — | — | — |