Plan Ledger DOL Form 5500 · updated monthly

Donegal Construction CorporationProfit-sharing plan

DONEGAL CONSTRUCTION CORPORATION PROFIT SHARING PLAN · WESTMINSTER, CO · plan year 2023

Reported admin expense ratio · 2023
0.74%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Donegal Construction Corporation reported $65,502 in plan administrative expenses for 2023: 0.74% of average plan assets, above the peer median. Employer contributions averaged $4,024 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.74% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Colorado (809th of 1,461), and 3,152nd of 5,337 in construction.

Plan summary
Net assets, end of year$9,573,583
Participants with balances143
Active participants133
Employer contributions$535,170
Employee contributions—
Employer contribution per active participant$4,024
Average account balance$66,948
Benefits paid to participants$92,168
Plan auditUnmodified (clean) audit opinion
AuditorGOFF BACKA ALFERA & COMPANY, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$8.1M · 148 accts · $501K emplr
2023$9.6M · 143 accts · $535K emplr
2022$8.2M · 138 accts · $553K emplr
Administrative expenses, itemized · 2023
Investment management$65,502
Total administrative$65,502
Employer contributions to the Donegal Construction Corporation plan · 2023
Employer contribution per active participant$4,024
Median for plans this size$1,308
2024$3,506 per active participant
2023$4,024 per active participant
2022$4,187 per active participant

Donegal Construction Corporation's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
RBC WEALTH MANAGEMENT · Investment management$24,941
COMMERCIAL BANK & TRUST OF PA · Investment advisory (plan)$24,557
FIRST NATIONAL TRUST COMPANY · Custodial (securities) · Investment management$9,557
JANNEY MONTGOMERY SCOTT, LLC · Investment advisory (plan)$6,309

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025Not separately reported
2024$54,722 · 0.62%
2023$65,502 · 0.74%
2022$63,529 · 0.74%
Similar plansConstruction · Colorado
Ken Caryl Glass, Inc. CO$9.7M · 0.91%
Cml Security LLC CO$9.6M · 0.53%
Concrete Express, Inc. CO$9.4M · 0.60%
Tanco Engineering, Inc. CO$9.4M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251436046 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.