Plan Snapshot
- Plan Sponsor: Dudek
- Sponsor EIN: 953873865
- Sponsor Address: 687 S COAST HWY 101, SUITE 110, ENCINITAS, CA, 92024
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 588
- Total Assets: $586,379
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 | 588 | $586,379 | $6.9M | $1.7M |
| 2023 | 589 | $326,512 | $6.1M | $1.7M |
| 2022 | 525 | $352,152 | $5.0M | $1.4M |
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 |
|---|---|---|---|---|
| MERITAIN HEALTH | Recordkeeper | $591,135 | — | $591,135 |
| GARNER HEALTH TECHNOLOGY, INC | Recordkeeper | $236,703 | — | $236,703 |
| BENEFIT SOURCE INC | Custodian / Trustee | $98,939 | — | $98,939 |
| HEALTHJOY | Recordkeeper | $52,797 | — | $52,797 |
| PRUDENTIAL INS. CO. OF AMERICA | Recordkeeper | $24,023 | — | $24,023 |
| PARETOHEALTH | Recordkeeper | $11,588 | — | $11,588 |
| VALENZ HEALTH | Recordkeeper | $9,359 | — | $9,359 |
| PRUDENTRX LLC | Recordkeeper | $8,235 | — | $8,235 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INS. CO. OF AMERICA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,032,779
- Estimated Expense Ratio: 176.128% 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 | $817,545 | — | $817,545 | — | — |
| 2023 | $603,818 | — | $603,818 | — | — |
| 2022 | $553,084 | — | — | — | — |