Plan Snapshot
- Plan Sponsor: Card Personalization Solutions Co., LLC.
- Sponsor EIN: 232962365
- Sponsor Address: 7520 MORRIS COURT, ALLENTOWN, PA, 18106
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 61
- Total Assets: $24,911
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 | 61 | $24,911 | $369,924 | $201,148 |
| 2023 | 117 | $27,013 | $375,493 | $167,259 |
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 |
|---|---|---|---|---|
| CAPITAL BLUECROSS | Other Service Provider | $29,989 | — | $29,989 |
| BROWN & BROWN (PA) | Investment Advisor | $16,240 | — | $16,240 |
| THE BENECON GROUP | Investment Advisor | $12,732 | — | $12,732 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,961
- Estimated Expense Ratio: 236.687% 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 | $541,569 | — | — | — | — |
| 2023 | $699,562 | — | — | — | — |