Plan Snapshot
- Plan Sponsor: Abeloff Auto Group, INC.
- Sponsor EIN: 240855579
- Sponsor Address: 1167 NORTH 9TH STREET, STROUDSBURG, PA, 18360
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 72
- Total Assets: $457,289
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. |
|---|---|---|---|---|
| 2025 | 72 | $457,289 | $0 | $0 |
| 2024 | 68 | $250,060 | $664,993 | $246,949 |
| 2023 | 62 | $230,178 | $541,231 | $250,415 |
| 2022 | 76 | $28,644 | $452,116 | $274,498 |
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 | $47,794 | — | $47,794 |
| BSI CORPORATE BENEFITS, LLC | Investment Advisor | $34,793 | — | $34,793 |
| HY HOLDINGS INC | Other Service Provider | $7,862 | — | $7,862 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,449
- Estimated Expense Ratio: 19.779% 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 |
|---|---|---|---|---|---|
| 2025 | $829,122 | — | — | — | — |
| 2024 | $949,287 | — | — | — | — |
| 2023 | $453,032 | — | — | — | — |
| 2022 | $1,025,216 | — | — | — | — |