Plan Snapshot
- Plan Sponsor: Colonial Park Realty Company
- Sponsor EIN: 231605577
- Sponsor Address: 5912 LINGLESTOWN ROAD, HARRISBURG, PA, 17112
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2024 | 60 | $40,359 | $512,983 | $52,765 |
| 2023 | 63 | $15,682 | $437,256 | $0 |
| 2022 | 46 | $63,540 | $33,552 | $0 |
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 |
|---|---|---|---|---|
| CAPITAL BLUECROSS | Other Service Provider | $23,702 | — | $23,702 |
| THE BENECON GROUP | Investment Advisor | $14,280 | — | $14,280 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,982
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 | -$87,371 | — | — | — | — |
| 2024 | $601,656 | — | — | — | — |
| 2023 | $363,090 | — | — | — | — |
| 2022 | $22,212 | — | — | — | — |