Plan Snapshot
- Plan Sponsor: Certified Carpet Services, INC.
- Sponsor EIN: 231630052
- Sponsor Address: 1865 COLUMBIA AVE, LANCASTER, PA, 17603
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 5
- Total Assets: $44,487
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 | 5 | $44,487 | $0 | $0 |
| 2024 | 7 | $24,317 | $120,699 | $10,050 |
| 2023 | 11 | $27,438 | $130,332 | $14,775 |
| 2022 | 11 | $6,742 | $193,220 | $33,575 |
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 | $6,927 | — | $6,927 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,927
- Estimated Expense Ratio: 15.571% 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 | $85,253 | — | — | — | — |
| 2024 | $133,074 | — | — | — | — |
| 2023 | $118,872 | — | — | — | — |
| 2022 | $222,711 | — | — | — | — |