# Dudek Health & Welfare Plan
Source: https://planprovider.pro/companies/dudek-953873865-501

> Dudek's Health & Welfare plan: 588 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/empower) — 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|—|—|—|—|

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