Plan Snapshot
- Plan Sponsor: Arencibia, INC.
- Sponsor EIN: 232611841
- Sponsor Address: 1161 RICHLAND COMMERCE DR., QUAKERTOWN, PA, 18951
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 26
- Total Assets: $12,497
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 | 26 | $12,497 | $0 | $0 |
| 2024 | 25 | $17,696 | $321,142 | $0 |
| 2023 | 24 | $6,421 | $293,270 | $0 |
| 2022 | 24 | $15,396 | $19,988 | $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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $30,023 | — | $30,023 |
| EMPLOYEE BENEFITS CONSULTANTS, LLC | Investment Advisor | $10,140 | — | $10,140 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,163
- Estimated Expense Ratio: 321.381% 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 |
|---|---|---|---|---|---|
| 2025 | $431,906 | — | — | — | — |
| 2024 | $310,247 | — | — | — | — |
| 2023 | $274,302 | — | — | — | — |
| 2022 | $37,248 | — | — | — | — |