Plan Snapshot
- Plan Sponsor: Carload Express, INC.
- Sponsor EIN: 020460024
- Sponsor Address: 519 CEDAR WAY, BLDG 1, SUITE 100, OAKMONT, PA, 15139
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 95
- Total Assets: $70,901
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 | 95 | $70,901 | $0 | $0 |
| 2024 | 91 | $25,096 | $1.3M | $249,928 |
| 2023 | 80 | $16,516 | $879,685 | $223,824 |
| 2022 | 85 | $2,960 | $619,675 | $210,169 |
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, LLC | Investment Advisor | $78,542 | — | $78,542 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,542
- Estimated Expense Ratio: 110.777% 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 | $1,858,185 | — | — | — | — |
| 2024 | $1,563,583 | — | — | — | — |
| 2023 | $1,081,624 | — | — | — | — |
| 2022 | $929,058 | — | — | — | — |