Plan Snapshot
- Plan Sponsor: M2 Construction LLC
- Sponsor EIN: 462262687
- Sponsor Address: 3401 MARIETTA AVENUE, LANCASTER, PA, 17601
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 29
- Total Assets: $49,319
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 | 29 | $49,319 | $0 | $0 |
| 2024 | 21 | $15 | $206,122 | $118,280 |
| 2023 | 25 | $1,590 | $209,753 | $114,132 |
| 2022 | 29 | $12,028 | $196,772 | $105,010 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $30,330 | — | $30,330 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $10,824 | — | $10,824 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,154
- Estimated Expense Ratio: 83.445% 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 | $393,982 | — | — | — | — |
| 2024 | $371,608 | — | — | — | — |
| 2023 | $333,495 | — | — | — | — |
| 2022 | $341,436 | — | — | — | — |