Plan Snapshot
- Plan Sponsor: Abbington Management Corp.
- Sponsor EIN: 311454490
- Sponsor Address: 5920 VENTURE DR., STE. 200, DUBLIN, OH, 43017
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 38
- Total Assets: $0
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 | 38 | $0 | $33,895 | $0 |
| 2023 | 35 | $107,141 | $643,581 | $51,780 |
| 2022 | 41 | $26,863 | $608,973 | $55,358 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $33,858 | — | $33,858 |
| MERITAIN HEALTH | Other Service Provider | $7,944 | — | $7,944 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,802
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 | $55,459 | — | — | — | — |
| 2023 | $664,257 | — | — | — | — |
| 2022 | $679,129 | — | — | — | — |