Plan Snapshot
- Plan Sponsor: Alan Kunsman Roofing And Siding, INC.
- Sponsor EIN: 232041093
- Sponsor Address: 203 WASHINGTON STREET, FREEMANSBURG, PA, 18017
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 58
- Total Assets: $13,860
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 | 58 | $13,860 | $0 | $0 |
| 2024 | 58 | $27,507 | $562,271 | $99,115 |
| 2023 | 53 | $39,104 | $475,240 | $96,443 |
| 2022 | 52 | $76,815 | $375,473 | $73,977 |
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 | $53,989 | — | $53,989 |
| EMPLOYEE BENEFITS CONSULTANTS | Investment Advisor | $20,610 | — | $20,610 |
| REVIVEHEALTH, INC. | Other Service Provider | $8,931 | — | $8,931 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,530
- Estimated Expense Ratio: 602.670% 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 | $1,126,752 | — | — | — | — |
| 2024 | $780,996 | — | — | — | — |
| 2023 | $492,801 | — | — | — | — |
| 2022 | $553,636 | — | — | — | — |