# Fringe Benefit Plan For Davis-Bacon And Related Acts Employees Of Serv Health & Welfare Plan
Source: https://planprovider.pro/companies/fringe-benefit-plan-for-davis-bacon-and-related-acts-employees-of-serv-540901256-510

> Fringe Benefit Plan For Davis-Bacon And Related Acts Employees Of Serv's Health & Welfare plan: 690 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fringe Benefit Plan For Davis-Bacon And Related Acts Employees Of Serv

- **Sponsor EIN:** 540901256

- **Sponsor Address:** 10467 WHITE GRANITE DRIVE, OAKTON, VA, 22124

- **Plan Type:** Health & Welfare

- **Plan Number:** 510

- **Total Participants:** 690

- **Total Assets:** $59,605

## 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|690|$59,605|$4.1M|$1.0M|

| 2023|604|$417,671|$3.8M|$977,072|

| 2022|599|$99,099|$3.9M|$854,783|

## 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|

| GOVERNMENT SERVICE ADMINISTRATORS|Recordkeeper|$154,412|—|$154,412|

| CITRIN COOPERMAN & COMPANY, LLP|Auditor|$17,010|—|$17,010|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $171,422

- **Estimated Expense Ratio:** 287.597% 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|$171,442|—|$154,412|$17,010|—|

| 2023|$177,409|—|$144,255|$16,170|—|

| 2022|$162,984|—|$142,512|—|—|

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