Plan Snapshot
- Plan Sponsor: Adelphi Kitchens, INC.
- Sponsor EIN: 231720236
- Sponsor Address: 300 EAST PENN AVENUE, ROBESONIA, PA, 195510010
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 25
- Total Assets: $46,753
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 | 25 | $46,753 | $0 | $0 |
| 2024 | 50 | $13,230 | $329,495 | $130,689 |
| 2023 | 38 | $10,676 | $345,563 | $132,664 |
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 | $23,364 | — | $23,364 |
| PATRIOT (POWER-KUNKLE GROUP, INC.) | Investment Advisor | $10,797 | — | $10,797 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,161
- Estimated Expense Ratio: 73.067% 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 | $245,313 | — | — | — | — |
| 2024 | $471,673 | — | — | — | — |
| 2023 | $586,139 | — | — | — | — |