Plan Snapshot
- Plan Sponsor: Assist Services LLC
- Sponsor EIN: 831015952
- Sponsor Address: 163 W. BURRELL ST. EXT., BLAIRSVILLE, PA, 15717
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 70
- Total Assets: $31,118
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 | 70 | $31,118 | $0 | $0 |
| 2024 | 70 | $10,974 | $522,581 | $226,465 |
| 2023 | 62 | $3,844 | $392,307 | $193,986 |
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 | $71,211 | — | $71,211 |
| IMA FINANCIAL GROUP (PITTSBURGH, PA | Investment Advisor | $24,050 | — | $24,050 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,261
- Estimated Expense Ratio: 306.128% 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 | $991,264 | — | — | — | — |
| 2024 | $767,383 | — | — | — | — |
| 2023 | $659,508 | — | — | — | — |