Plan Snapshot
- Plan Sponsor: Apex Homes Of PA., LLC
- Sponsor EIN: 471409422
- Sponsor Address: 7172 ROUTE 522 NORTH, MIDDLEBURG, PA, 17842
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 83
- Total Assets: $205,366
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 | 83 | $205,366 | $930,297 | $258,283 |
| 2023 | 83 | $189,601 | $883,642 | $255,567 |
| 2022 | 83 | $131,181 | $794,655 | $263,645 |
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 | $20,010 | — | $20,010 |
| COMMONWEALTH FINANCIAL GROUP | Investment Advisor | $18,981 | — | $18,981 |
| MPB RISK SERVICES, LLC | Investment Advisor | $8,667 | — | $8,667 |
| CONNECTCARE 3 | Other Service Provider | $5,653 | — | $5,653 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,311
- Estimated Expense Ratio: 25.959% 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 | $1,174,497 | — | — | — | — |
| 2023 | $1,031,457 | — | — | — | — |
| 2022 | $930,539 | — | — | — | — |