Plan Snapshot
- Plan Sponsor: Shure-Line Construction, INC.
- Sponsor EIN: 510336486
- Sponsor Address: P.O. BOX 249, KENTON, DE, 19955
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 54
- Total Assets: $43,924
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 | 54 | $43,924 | $791,420 | $303,413 |
| 2023 | 76 | $4,442 | $669,284 | $414,538 |
| 2022 | 79 | $14,677 | $521,793 | $371,987 |
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 |
|---|---|---|---|---|
| HIGHMARK | Other Service Provider | $33,530 | — | $33,530 |
| MCCONKEY BENEFITS & FINANCIAL SERV | Investment Advisor | $21,201 | — | $21,201 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,731
- Estimated Expense Ratio: 124.604% 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 | $1,194,858 | — | — | — | — |
| 2023 | $1,055,163 | — | — | — | — |
| 2022 | $1,064,919 | — | — | — | — |