# Dft INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/dft-inc-232787762-501

> Dft INC.'s Health & Welfare plan: 80 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

## Similar Plans

- [Mi Windows And Doors, LLC](https://planprovider.pro/companies/mi-windows-and-doors-llc-401k-plan) — 5,362 participants

- [Crown Cork & Seal Company, INC.](https://planprovider.pro/companies/crown-cork-seal-company-inc-401k-plan-105) — 2,782 participants

- [Crown Cork & Seal Company, INC.](https://planprovider.pro/companies/crown-cork-seal-company-inc-401k-plan-100) — 2,707 participants

- [Crown Cork & Seal Company, INC.](https://planprovider.pro/companies/crown-cork-seal-company-inc-plan-001) — 2,279 participants

- [High Company LLC](https://planprovider.pro/companies/high-company-llc-401k-plan) — 1,944 participants

- [Howmet Aerospace INC.](https://planprovider.pro/companies/howmet-aerospace-inc-plan-018) — 1,915 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dft-inc-232787762-501)

© 2026 PlanProvider.Pro