Plan Snapshot
- Plan Sponsor: Bazella Works
- Sponsor EIN: 825235939
- Sponsor Address: 949 SUMNER AVENUE, WHITEHALL, PA, 18052
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 66
- Total Assets: $237,284
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 | 66 | $237,284 | $0 | $0 |
| 2024 | 74 | $176,499 | $331,480 | $448,560 |
| 2023 | 79 | $54,056 | -$3,426,888 | $4.0M |
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 | $54,316 | — | $54,316 |
| BSI CORPORATE BENEFITS, LLC | Investment Advisor | $41,024 | — | $41,024 |
| HY HOLDINGS INC | Other Service Provider | $6,600 | — | $6,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,940
- Estimated Expense Ratio: 42.961% 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 | $700,322 | — | — | — | — |
| 2024 | $659,074 | — | — | — | — |
| 2023 | $561,270 | — | — | — | — |