Plan Snapshot
- Plan Sponsor: Allan Myers, INC.
- Sponsor EIN: 232966902
- Sponsor Address: 1805 BERKS ROAD, WORCESTER, PA, 19490
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,590
- 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. |
|---|---|---|---|---|
| 2025 | 2,590 | $0 | $0 | $0 |
| 2024 | 2,420 | $0 | $0 | $0 |
| 2023 | 2,329 | $0 | $0 | $0 |
| 2022 | 2,216 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| WELLWORKS | Other Service Provider | $404,058 | — | $404,058 |
| EXPRESS SCRIPTS, INC. | Other Service Provider | $194,919 | — | $194,919 |
| TALKSPACE NETWORKS LLC | Other Service Provider | $132,300 | — | $132,300 |
| UNUM | Other Service Provider | $111,015 | — | $111,015 |
| DELTA DENTAL OF PENNSYLVANIA | Other Service Provider | $98,282 | — | $98,282 |
| TELEMEDICINE MANAGEMENT, SWIFTMD | Other Service Provider | $72,541 | — | $72,541 |
| CAREBRIDGE CORPORATION | Other Service Provider | $43,622 | — | $43,622 |
| WEST HEALTH ADVOCATE SOLUTIONS INC. | Other Service Provider | $36,180 | — | $36,180 |
| WEX INC. | Other Service Provider | $13,797 | — | $13,797 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,106,714
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 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |