# G.R. Robert Construction Co., INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/g-r-robert-construction-co-inc-221981613-501

> G.R. Robert Construction Co., INC.'s Health & Welfare plan: 202 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** G.R. Robert Construction Co., INC.

- **Sponsor EIN:** 221981613

- **Sponsor Address:** P.O. BOX 449, FARMINGDALE, NJ, 07727

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 202

- **Total Assets:** $2.8M

## 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|202|$2.8M|$0|$0|

| 2024|202|$3.2M|$3.8M|$0|

| 2023|206|$3.7M|$4.1M|$0|

| 2022|201|$3.3M|$4.4M|$0|

## 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|

| ALLEGIANCE BENEFIT PLAN MANAGEMENT|Recordkeeper|$67,296|$2,837|$70,133|

| MORGAN STANLEY|Other Service Provider|$15,356|—|$15,356|

| HOLMAN FRENIA ALLISON|Auditor|$15,200|—|$15,200|

| ALLEGIANCE CARE MANAGMENT, INC|Other Service Provider|$12,465|—|$12,465|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $113,154

- **Estimated Expense Ratio:** 4.046% 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|$5,328,843|$15,356|—|$19,174|—|

| 2024|$35,060|$16,006|—|$15,200|—|

| 2023|$31,400|$13,458|—|$14,250|—|

| 2022|$29,515|$13,138|—|—|$16,377|

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