Plan Snapshot
- Plan Sponsor: Amercareroyal, LLC
- Sponsor EIN: 231540260
- Sponsor Address: 420 CLOVER MILL ROAD, EXTON, PA, 19341
- Plan Type: DC
- Total Participants: 687
- Total Assets: $29.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 687 | $29.2M | $1.6M | $2.6M |
| 2023 | 415 | $16.9M | $1.6M | $1.4M |
| 2022 | 312 | $12.8M | $1.2M | $1.3M |
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 |
|---|---|---|---|---|
| SENTINEL PENSION ADVISORS | NONE | $30,536 | — | $30,536 |
| SENTINEL BENEFITS GROUP, LLC | NONE | $26,321 | — | $26,321 |
| RSM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL PENSION ADVISORS — NONE
- SENTINEL BENEFITS GROUP, LLC — NONE
- RSM — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,857
- Estimated Expense Ratio: 0.195% 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 |
|---|---|---|---|---|---|
| 2024 | $59,956 | $30,536 | — | — | — |
| 2023 | $82,388 | $54,145 | $28,243 | — | — |
| 2022 | $53,287 | $42,974 | $10,313 | — | — |