Plan Snapshot
- Plan Sponsor: Craft Wholesalers, INC.
- Sponsor EIN: 311000992
- Sponsor Address: 4600 S HAMILTON RD, GROVEPORT, OH, 43125
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 31
- Total Assets: $3,956
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 | 31 | $3,956 | $467,978 | $287 |
| 2023 | 43 | $2,579 | $376,467 | $154 |
| 2022 | 49 | $94,550 | $263,102 | $167,468 |
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 |
|---|---|---|---|---|
| MCGOHAN BRABENDER | Investment Advisor | $17,465 | — | $17,465 |
| THE BENECON GROUP | Investment Advisor | $12,380 | — | $12,380 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $10,030 | — | $10,030 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,875
- Estimated Expense Ratio: 1007.963% 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 | $423,767 | — | — | — | — |
| 2023 | $503,855 | — | — | — | — |
| 2022 | $366,036 | — | — | — | — |