# R. W. Allen Construction, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/r-w-allen-construction-llc-474755084-501

> R. W. Allen Construction, LLC's Health & Welfare plan: 38 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** R. W. Allen Construction, LLC

- **Sponsor EIN:** 474755084

- **Sponsor Address:** 1015 BROAD STREET, AUGUSTA, GA, 30901

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 38

- **Total Assets:** $127,887

## 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|38|$127,887|$321,628|$123,964|

| 2023|36|$135,316|$27,868|$9,535|

| 2022|36|$119,555|$273,762|$122,111|

## 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|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$26,793|—|$26,793|

| THE BENECON GROUP|Investment Advisor|$11,249|—|$11,249|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,042

- **Estimated Expense Ratio:** 29.747% 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|$454,980|—|—|—|—|

| 2023|$21,784|—|—|—|—|

| 2022|$293,149|—|—|—|—|

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