Plan Snapshot
- Plan Sponsor: Cedar Farms Co., INC.
- Sponsor EIN: 231727534
- Sponsor Address: 2100 HORNIG RD., PHILADELPHIA, PA, 19116
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 25
- Total Assets: $46,081
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 | 25 | $46,081 | $0 | $0 |
| 2024 | 32 | $88,008 | $404,744 | $77,700 |
| 2023 | 20 | $44,823 | $300,513 | $116,440 |
| 2022 | 20 | $41,228 | $283,353 | $75,254 |
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 | $33,306 | — | $33,306 |
| ONEDIGITAL (PHILADELPHIA) | Investment Advisor | $16,308 | — | $16,308 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,614
- Estimated Expense Ratio: 107.667% 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 | $549,808 | — | — | — | — |
| 2024 | $455,305 | — | — | — | — |
| 2023 | $397,896 | — | — | — | — |
| 2022 | $368,411 | — | — | — | — |