Plan Snapshot
- Plan Sponsor: Cns Companies INC.
- Sponsor EIN: 861520738
- Sponsor Address: 151 KOSER ROAD, LITITZ, PA, 17543
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 51
- Total Assets: $20,288
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. |
|---|---|---|---|---|
| 2024 | 51 | $20,288 | $322,976 | $131,701 |
| 2023 | 55 | $60,100 | $273,995 | $97,502 |
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 |
|---|---|---|---|---|
| ENGLE-HAMBRIGHT & DAVIES | Investment Advisor | $20,132 | — | $20,132 |
| THE BENECON GROUP | Investment Advisor | $18,408 | — | $18,408 |
| CAPITAL BLUECROSS | Other Service Provider | $5,831 | — | $5,831 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,371
- Estimated Expense Ratio: 218.706% 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 |
|---|---|---|---|---|---|
| 2024 | $581,614 | — | — | — | — |
| 2023 | $334,839 | — | — | — | — |