Plan Snapshot
- Plan Sponsor: Ct Install America LLC
- Sponsor EIN: 830376638
- Sponsor Address: 1353 ALLEGHENYVILLE ROAD, MOHNTON, PA, 195407791
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 32
- Total Assets: $84,860
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 | 32 | $84,860 | $0 | $0 |
| 2024 | 36 | $44,437 | $278,249 | $157,075 |
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 | $40,641 | — | $40,641 |
| E. K. MCCONKEY & CO., INC. | Investment Advisor | $12,300 | — | $12,300 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,941
- Estimated Expense Ratio: 62.386% 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 | $514,680 | — | — | — | — |
| 2024 | $413,580 | — | — | — | — |