Plan Snapshot
- Plan Sponsor: Miller Bros. Construction, INC.
- Sponsor EIN: 232346551
- Sponsor Address: 950 EAST MAIN ST, SUITE 107, SCHUYLKILL HAVEN, PA, 179729720
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 92
- Total Assets: $502,842
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 | 92 | $502,842 | $0 | $0 |
| 2024 | 74 | $468,946 | $1.0M | $226,578 |
| 2023 | 84 | $520,091 | $1.1M | $229,713 |
| 2022 | 81 | $365,380 | $994,619 | $219,189 |
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 | Investment Advisor | $68,687 | — | $68,687 |
| PATRIOT (POWER-KUNKLE GROUP, INC.) | Investment Advisor | $24,418 | — | $24,418 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,105
- Estimated Expense Ratio: 18.516% 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 | $1,351,628 | — | — | — | — |
| 2024 | $1,237,087 | — | — | — | — |
| 2023 | $1,148,876 | — | — | — | — |
| 2022 | $1,184,339 | — | — | — | — |