Plan Snapshot
- Plan Sponsor: Cpa Pavement Services, INC.
- Sponsor EIN: 275300679
- Sponsor Address: 3701G DERRY STREET, HARRISBURG, PA, 17111
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 43
- Total Assets: $37,361
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 | 43 | $37,361 | $573,235 | $0 |
| 2023 | 31 | $40,706 | $523,480 | $0 |
| 2022 | 47 | $95,653 | $479,386 | $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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $20,620 | — | $20,620 |
| MPB RISK SERVICES, LLC | Investment Advisor | $13,572 | — | $13,572 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,192
- Estimated Expense Ratio: 91.518% 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 | $868,382 | — | — | — | — |
| 2023 | $580,741 | — | — | — | — |
| 2022 | $383,835 | — | — | — | — |