Plan Snapshot
- Plan Sponsor: Buckno Lisicky & Company
- Sponsor EIN: 232426656
- Sponsor Address: 645 HAMILTON STREET, ALLENTOWN, PA, 181012108
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 42
- Total Assets: $11,286
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 | 42 | $11,286 | $681,463 | $107,642 |
| 2023 | 41 | $6,642 | $535,444 | $80,728 |
| 2022 | 50 | $33,230 | $444,901 | $77,517 |
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 |
|---|---|---|---|---|
| BSI CORPORATE BENEFITS, LLC | Investment Advisor | $24,908 | — | $24,908 |
| THE BENECON GROUP | Investment Advisor | $12,738 | — | $12,738 |
| CAPITAL BLUECROSS | Other Service Provider | $10,304 | — | $10,304 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BSI CORPORATE BENEFITS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,950
- Estimated Expense Ratio: 424.863% 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 | $861,405 | — | — | — | — |
| 2023 | $659,842 | — | — | — | — |
| 2022 | $543,331 | — | — | — | — |