Plan Snapshot
- Plan Sponsor: Aweber Systems, INC.
- Sponsor EIN: 233023367
- Sponsor Address: 4275 COUNTY LINE RD #20, CHALFONT, PA, 18914
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 55
- Total Assets: $101,386
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 | 55 | $101,386 | $0 | $0 |
| 2024 | 63 | $67,969 | $1.0M | $106,010 |
| 2023 | 62 | $3,690 | $1.1M | $120,293 |
| 2022 | 70 | $97,584 | $1.0M | $117,806 |
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 LLC | Investment Advisor | $49,311 | — | $49,311 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $34,957 | — | $34,957 |
| FAIRMONT BENEFITS, INC. | Investment Advisor | $29,151 | — | $29,151 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,419
- Estimated Expense Ratio: 111.869% 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 | $1,247,073 | — | — | — | — |
| 2024 | $1,087,931 | — | — | — | — |
| 2023 | $1,238,771 | — | — | — | — |
| 2022 | $1,458,531 | — | — | — | — |