Plan Snapshot
- Plan Sponsor: Cga Law Firm, P.C.
- Sponsor EIN: 232628089
- Sponsor Address: 135 N. GEORGE STREET, YORK, PA, 17401
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 45
- Total Assets: $87,639
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 | 45 | $87,639 | $0 | $0 |
| 2024 | 66 | $158,355 | $600,121 | $154,433 |
| 2023 | 43 | $186,011 | $453,398 | $150,288 |
| 2022 | 46 | $216,375 | $477,348 | $98,221 |
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 | Investment Advisor | $45,678 | — | $45,678 |
| CAPITAL BLUECROSS | Other Service Provider | $13,077 | — | $13,077 |
| PCI (PA CHAMBER INSURANCE) | Investment Advisor | $10,479 | — | $10,479 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,234
- Estimated Expense Ratio: 78.999% 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 | $720,950 | — | — | — | — |
| 2024 | $786,728 | — | — | — | — |
| 2023 | $638,553 | — | — | — | — |
| 2022 | $537,333 | — | — | — | — |