Plan Snapshot
- Plan Sponsor: Colonial Cadillac - Gmc Truck
- Sponsor EIN: 250996565
- Sponsor Address: 349 N 4TH STREET, INDIANA, PA, 15701
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 50
- Total Assets: $3,715
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 | 50 | $3,715 | $0 | $0 |
| 2024 | 51 | $5,405 | $574,909 | $0 |
| 2023 | 66 | $15,644 | $456,630 | $46,561 |
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 | $36,456 | — | $36,456 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,456
- Estimated Expense Ratio: 981.319% 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 | -$10,714 | — | — | — | — |
| 2024 | $589,279 | — | — | — | — |
| 2023 | $521,958 | — | — | — | — |