Plan Snapshot
- Plan Sponsor: Rutledge Excavating, INC.
- Sponsor EIN: 274279808
- Sponsor Address: 2496 HANCOCK HWY, EQUINUNK, PA, 18417
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 33
- Total Assets: $27,154
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 | 33 | $27,154 | $0 | $0 |
| 2024 | 29 | $38,031 | $179,122 | $90,409 |
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 | $29,135 | — | $29,135 |
| ACRISURE, LLC DBA ASHTON BENEFITS | Investment Advisor | $17,678 | — | $17,678 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,813
- Estimated Expense Ratio: 172.398% 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 | $360,760 | — | — | — | — |
| 2024 | $247,112 | — | — | — | — |