Plan Snapshot
- Plan Sponsor: American Mint LLC
- Sponsor EIN: 251842841
- Sponsor Address: 5051 LOUISE DRIVE, MECHANICSBURG, PA, 17055
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 54
- Total Assets: $82,941
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. |
|---|---|---|---|---|
| 2024 | 54 | $82,941 | $448,807 | $0 |
| 2023 | 34 | $53,692 | $433,460 | $30,800 |
| 2022 | 55 | $20,901 | $689,996 | $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 |
|---|---|---|---|---|
| ERIC BEITTEL | Investment Advisor | $10,650 | — | $10,650 |
| THE BENECON GROUP, LLC | Investment Advisor | $7,168 | — | $7,168 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,818
- Estimated Expense Ratio: 21.483% 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 | $423,654 | — | — | — | — |
| 2023 | $386,165 | — | — | — | — |
| 2022 | $778,226 | — | — | — | — |