# Carload Express, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/carload-express-inc-020460024-501

> Carload Express, INC.'s Health & Welfare plan: 95 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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