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Original filing (PDF)20250814140526NAL0005449075001
FRANCIS O. DAY CO., INC.
Form 5500
FILING_RECEIVED
FRANCIS O. DAY, CO., INC. GROUP HEALTH & LIFE PLAN
Health & welfare plan
Signals · 2
~1200 bps in Sched C feesNo recordkeeper disclosed
Active participants
230
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$928K
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
- 1200 bps in Schedule C fees — 2207% above peer band of 52 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 FRANCIS O. DAY CO., INC..
Plan sponsor
Name
FRANCIS O. DAY CO., INC.
EIN
52-0813708
Address
850 EAST GUDE DRIVE · SUITE A · ROCKVILLE, MD · 20850
Phone
(301) 652-2400
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
COHNREZNICK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE OF VA | — | MANASSAS, VA | BROKER | $47K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $24K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAREFIRST ADMINISTRATORS | 52-1358219 | — | ADMIN | $57K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $7K | — |
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.