# Rutledge Excavating, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/rutledge-excavating-inc-274279808-501

> Rutledge Excavating, INC.'s Health & Welfare plan: 33 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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