Plan Snapshot
- Plan Sponsor: Compleat Restorations, INC.
- Sponsor EIN: 232279098
- Sponsor Address: 702 POINTVIEW AVE., EPHRATA, PA, 175222362
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 42
- Total Assets: $87,316
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 | 42 | $87,316 | $0 | $0 |
| 2024 | 37 | $22,726 | $279,106 | $56,095 |
| 2023 | 30 | $11,913 | $163,761 | $92,603 |
| 2022 | 27 | $35,814 | $13,553 | $7,998 |
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, LLC | Investment Advisor | $28,296 | — | $28,296 |
| ENGLE HAMBRIGHT & DAVIES, INC. | Investment Advisor | $11,919 | — | $11,919 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,215
- Estimated Expense Ratio: 46.057% 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 | $332,342 | — | — | — | — |
| 2024 | $323,419 | — | — | — | — |
| 2023 | $377,844 | — | — | — | — |
| 2022 | $15,392 | — | — | — | — |