# Card Personalization Solutions Co., LLC. Health & Welfare Plan
Source: https://planprovider.pro/companies/card-personalization-solutions-co-llc-232962365-501

> Card Personalization Solutions Co., LLC.'s Health & Welfare plan: 61 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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