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Original filing (PDF)20250513134049NAL0013413635001
DUNGARVIN GROUP, INC.
Form 5500
FILING_RECEIVED
DUNGARVIN GROUP, INC. WELFARE BENEFITS PLAN
Health & welfare plan
Signals · 2
~97067 bps in Sched C feesNo recordkeeper disclosed
Active participants
2,445
Accounts w/ balance
—
Plan assets (EOY)
$141K
Net assets (EOY)
-$707K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 97067 bps in Schedule C fees — 61335% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUNGARVIN GROUP, INC..
Plan sponsor
Name
DUNGARVIN GROUP, INC.
EIN
41-2022672
Address
1444 NORTHLAND DRIVE, SUITE 200 · MENDOTA HEIGHTS, MN · 55120
Phone
(651) 699-0206
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
512
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-05-13
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM A GRAHAM COMPANY | 23-1570876 | PHILADELPHIA, PA | BROKER | $251K | — |
| MARSH & MCLENNAN AGENCY LLC | 36-1436000 | MINNEAPOLIS, MN | BROKER | $236K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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