Plan Snapshot
- Plan Sponsor: Commercial Holdings, LLC
- Sponsor EIN: 043743756
- Sponsor Address: 700 VIRGINIA STREET EAST, SUITE 220, CHARLESTON, WV, 25301
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 0
- Total Assets: $7.3M
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 | 0 | $7.3M | $0 | $0 |
| 2023 | 0 | $7.0M | $0 | $0 |
| 2022 | 888 | $9.0M | $3.7M | $1.5M |
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 |
|---|---|---|---|---|
| UNITED BANK | Other Service Provider | $14,730 | — | $14,730 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,730
- Estimated Expense Ratio: 0.201% 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 | $14,730 | — | — | — | — |
| 2023 | $308,829 | — | $282,715 | — | — |
| 2022 | $488,182 | — | $349,770 | — | $97,397 |