Plan Snapshot
- Plan Sponsor: Car Mate Trailers, INC.
- Sponsor EIN: 251264993
- Sponsor Address: PO BOX 155, LEEPER, PA, 16233
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 74
- Total Assets: $32,510
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 | 74 | $32,510 | $0 | $0 |
| 2024 | 74 | $6,874 | $704,041 | $0 |
| 2023 | 71 | $91,395 | $700,237 | $0 |
| 2022 | 85 | $88,680 | $711,261 | $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 | $58,038 | — | $58,038 |
| AETNA HEALTH PLANS | Other Service Provider | $25,740 | — | $25,740 |
| HIGHSTREET INSURANCE SERVICES NORTH | Investment Advisor | $17,160 | — | $17,160 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,938
- Estimated Expense Ratio: 310.483% 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 | $827,040 | — | — | — | — |
| 2024 | $822,795 | — | — | — | — |
| 2023 | $699,918 | — | — | — | — |
| 2022 | $729,986 | — | — | — | — |