Plan Snapshot
- Plan Sponsor: Speedwell Construction, INC.
- Sponsor EIN: 232615323
- Sponsor Address: 667 DITZ DRIVE, MANHEIM, PA, 17545
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 93
- Total Assets: $13,395
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 | 93 | $13,395 | $0 | $0 |
| 2022 | 73 | $12,358 | $0 | $0 |
| 2021 | 73 | $726 | $0 | $0 |
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, LLC | Investment Advisor | $74,724 | — | $74,724 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $35,000 | — | $35,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,724
- Estimated Expense Ratio: 819.141% 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 | $1,576,763 | — | — | — | — |
| 2022 | $573,943 | — | — | — | — |
| 2021 | $844,889 | — | — | — | — |