Plan Snapshot
- Plan Sponsor: Apx Enclosures, INC.
- Sponsor EIN: 251875355
- Sponsor Address: 9156 MOLLY PITCHER HIGHWAY, GREENCASTLE, PA, 17225
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 93
- Total Assets: $52,685
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 | 93 | $52,685 | $862,804 | $282,367 |
| 2023 | 108 | $40,985 | $678,466 | $255,118 |
| 2022 | 104 | $123,124 | $663,907 | $37,572 |
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 |
|---|---|---|---|---|
| STRICKLER AGENCY, INC. (CHAMBERSBUR | Investment Advisor | $29,976 | — | $29,976 |
| THE BENECON GROUP, LLC | Investment Advisor | $26,739 | — | $26,739 |
| CAPITAL BLUECROSS | Other Service Provider | $10,220 | — | $10,220 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,935
- Estimated Expense Ratio: 127.048% 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 | $1,089,243 | — | — | — | — |
| 2023 | $1,041,070 | — | — | — | — |
| 2022 | $587,161 | — | — | — | — |