Plan Snapshot
- Plan Sponsor: Arg Management, INC.
- Sponsor EIN: 232943588
- Sponsor Address: 4339 OLD LINCOLN HIGHWAY, TREVOSE, PA, 19053
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 27
- Total Assets: $205,958
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 | 27 | $205,958 | $0 | $0 |
| 2024 | 27 | $84,549 | $481,820 | $195,726 |
| 2023 | 30 | $3,357 | $386,741 | $201,706 |
| 2022 | 35 | $257,581 | $396,110 | $223,916 |
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 | $41,791 | — | $41,791 |
| CBIZ BENEFITS & INSURANCE SERV | Investment Advisor | $29,925 | — | $29,925 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $17,335 | — | $17,335 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,051
- Estimated Expense Ratio: 43.237% 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 | $550,085 | — | — | — | — |
| 2024 | $810,831 | — | — | — | — |
| 2023 | $850,473 | — | — | — | — |
| 2022 | $809,230 | — | — | — | — |