Plan Snapshot
- Plan Sponsor: Brandfox, LLC
- Sponsor EIN: 823516823
- Sponsor Address: 400 CAPITAL LANE, MIDDLETOWN, PA, 17057
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 33
- Total Assets: $26,244
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. |
|---|---|---|---|---|
| 2024 | 33 | $26,244 | $153,574 | $61,498 |
| 2023 | 25 | $19,340 | $19,827 | $17,000 |
| 2022 | 24 | $6,583 | $232,017 | $0 |
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 | $10,254 | — | $10,254 |
| EPIC INSURANCE BROKERS (CENTRAL PA) | Investment Advisor | $8,310 | — | $8,310 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC INSURANCE BROKERS (CENTRAL PA) — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,564
- Estimated Expense Ratio: 70.736% 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 |
|---|---|---|---|---|---|
| 2024 | $266,735 | — | — | — | — |
| 2023 | $21,866 | — | — | — | — |
| 2022 | $241,695 | — | — | — | — |