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: 502
- Total Participants: 119
- Total Assets: $269,528
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 | 119 | $269,528 | $0 | $0 |
| 2024 | 122 | $212,859 | $22,483 | $0 |
| 2023 | 130 | $235,108 | $24,297 | $0 |
| 2022 | 129 | $255,568 | $23,425 | $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 |
|---|---|---|---|---|
| HOLMAN FRENIA ALLISON, CPAS, LLC | Auditor | $13,300 | — | $13,300 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,300
- Estimated Expense Ratio: 4.935% 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 | $181,564 | $781 | — | $19,191 | — |
| 2024 | $17,689 | $1,342 | — | $13,300 | — |
| 2023 | $17,038 | $1,450 | — | $12,500 | — |
| 2022 | $15,335 | $1,780 | — | — | $13,555 |