Plan Snapshot
- Plan Sponsor: Christmas City Hotel, L.L.C.
- Sponsor EIN: 251825336
- Sponsor Address: 437 MAIN STREET, BETHLEHEM, PA, 18018
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 66
- Total Assets: $2,084
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 | 66 | $2,084 | $0 | $0 |
| 2024 | 50 | $3,981 | $541,998 | $20 |
| 2023 | 55 | $35,052 | $303,249 | $133,890 |
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 | $52,184 | — | $52,184 |
| SELTZER GROUP (STUART BENEFITS CONS | Investment Advisor | $15,932 | — | $15,932 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,116
- Estimated Expense Ratio: 3268.522% 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 | $629,978 | — | — | — | — |
| 2024 | $556,982 | — | — | — | — |
| 2023 | $537,125 | — | — | — | — |