Plan Snapshot
- Plan Sponsor: Cs 9100 INC.
- Sponsor EIN: 831834686
- Sponsor Address: 9100 PENNSAUKEN HIGHWAY, PENNSAUKEN, NJ, 08110
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 51
- Total Assets: $124,070
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 | 51 | $124,070 | $520,556 | $139,346 |
| 2023 | 51 | $49,776 | $582,237 | $25 |
| 2022 | 50 | $74,621 | $385,839 | $170,614 |
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 |
|---|---|---|---|---|
| MICHAEL KELLY | Investment Advisor | $21,420 | — | $21,420 |
| THE BENECON GROUP LLC | Investment Advisor | $11,959 | — | $11,959 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,379
- Estimated Expense Ratio: 26.903% 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 | $553,881 | — | — | — | — |
| 2023 | $368,683 | — | — | — | — |
| 2022 | $810,542 | — | — | — | — |