Plan Snapshot
- Plan Sponsor: Capozzi Adler, P.C
- Sponsor EIN: 232911821
- Sponsor Address: 2933 N FRONT ST, HARRISBURG, PA, 171101250
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 25
- Total Assets: $595
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 | 25 | $595 | $394,789 | $93,266 |
| 2023 | 24 | $16,983 | $236,840 | $151,014 |
| 2022 | 20 | $1,460 | $221,437 | $77,082 |
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 | $12,896 | — | $12,896 |
| MPB RISK SERVICES, LLC | Investment Advisor | $5,436 | — | $5,436 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,332
- Estimated Expense Ratio: 3081.008% 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 | $392,580 | — | — | — | — |
| 2023 | $487,346 | — | — | — | — |
| 2022 | $303,079 | — | — | — | — |