Plan Snapshot
- Plan Sponsor: College Town, INC.
- Sponsor EIN: 231869779
- Sponsor Address: 17 W BURD STREET, PO BOX 337, SHIPPENSBURG, PA, 17257
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 56
- Total Assets: $88,704
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 | 56 | $88,704 | $0 | $0 |
| 2024 | 58 | $8,046 | $406,110 | $178,039 |
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 | $47,221 | — | $47,221 |
| STRICKLER AGENCY, INC. (CHAMBERSBUR | Investment Advisor | $20,280 | — | $20,280 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,501
- Estimated Expense Ratio: 76.097% 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 | $674,821 | — | — | — | — |
| 2024 | $631,145 | — | — | — | — |