Plan Snapshot
- Plan Sponsor: A.S.K. Foods, INC.
- Sponsor EIN: 232084455
- Sponsor Address: 77 NORTH HETRICK AVE, PALMYRA, PA, 17078
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 104
- Total Assets: $252,597
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 | 104 | $252,597 | $1.3M | $198,701 |
| 2023 | 97 | $239,165 | $866,709 | $214,031 |
| 2022 | 97 | $433,171 | $1.1M | $201,933 |
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 |
|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV | Investment Advisor | $36,562 | — | $36,562 |
| HIGHMARK | Other Service Provider | $30,104 | — | $30,104 |
| BENEFITMALL | Other Service Provider | $7,503 | — | $7,503 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,169
- Estimated Expense Ratio: 29.363% 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 | $76,547 | $76,547 | — | — | — |
| 2023 | $88,169 | $88,169 | — | — | — |
| 2022 | $99,224 | $99,224 | — | — | — |