Plan Snapshot
- Plan Sponsor: Aba Support Services, LLC
- Sponsor EIN: 452765419
- Sponsor Address: 224 NAZARETH PIKE, BETHLEHEM, PA, 18020
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 123
- Total Assets: $14,751
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 | 123 | $14,751 | $396,654 | $207,377 |
| 2023 | 89 | $33,628 | $310,926 | $148,230 |
| 2022 | 81 | $35,397 | $201,445 | $135,568 |
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 |
|---|---|---|---|---|
| BSI CORPORATE BENEFITS, LLC | Investment Advisor | $38,485 | — | $38,485 |
| THE BENECON GROUP | Investment Advisor | $20,986 | — | $20,986 |
| CAPITAL BLUECROSS | Other Service Provider | $10,827 | — | $10,827 |
| HY HOLDINGS INC | Investment Advisor | $6,642 | — | $6,642 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BSI CORPORATE BENEFITS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,940
- Estimated Expense Ratio: 521.592% 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 | $520,194 | — | — | — | — |
| 2023 | $573,907 | — | — | — | — |
| 2022 | $411,366 | — | — | — | — |