Plan Snapshot
- Plan Sponsor: Boose Aluminum Foundry Co INC
- Sponsor EIN: 231279703
- Sponsor Address: 77 NORTH REAMSTOWN ROAD, STEVENS, PA, 175789493
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 54
- Total Assets: $15,280
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 | 54 | $15,280 | $0 | $0 |
| 2024 | 56 | $226,505 | $829,643 | $307,368 |
| 2023 | 72 | $431,320 | $855,779 | $331,319 |
| 2022 | 80 | $196,542 | $875,236 | $359,213 |
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 | $52,051 | — | $52,051 |
| ENGLE HAMBRIGHT & DAVIES | Investment Advisor | $20,892 | — | $20,892 |
| REVIVEHEALTH, INC. | Other Service Provider | $8,567 | — | $8,567 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,510
- Estimated Expense Ratio: 533.442% 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 | $1,235,373 | — | — | — | — |
| 2024 | $1,372,540 | — | — | — | — |
| 2023 | $948,302 | — | — | — | — |
| 2022 | $1,227,574 | — | — | — | — |