Plan Snapshot
- Plan Sponsor: Cescaphe Limited, LLC
- Sponsor EIN: 204376450
- Sponsor Address: 1412 MT VERNON ST, PHILADELPHIA, PA, 19120
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 79
- Total Assets: $83,011
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 | 79 | $83,011 | $0 | $0 |
| 2024 | 75 | $245,441 | $509,081 | $253,173 |
| 2023 | 52 | $330,722 | $408,374 | $150,364 |
| 2022 | 51 | $188,010 | $328,972 | $148,864 |
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 |
|---|---|---|---|---|
| ONEDIGITAL (PHILADELPHIA) | Investment Advisor | $34,400 | — | $34,400 |
| THE BENECON GROUP | Investment Advisor | $30,877 | — | $30,877 |
| INDEPENDENCE ADMINISTRATORS | Other Service Provider | $13,202 | — | $13,202 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,479
- Estimated Expense Ratio: 94.540% 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 | $955,337 | — | — | — | — |
| 2024 | $931,584 | — | — | — | — |
| 2023 | $443,360 | — | — | — | — |
| 2022 | $396,275 | — | — | — | — |