Plan Snapshot
- Plan Sponsor: Daily Express, INC.
- Sponsor EIN: 231530123
- Sponsor Address: 1072 HARRISBURG PIKE, CARLISLE, PA, 170130039
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 126
- Total Assets: $454,434
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 | 126 | $454,434 | $1.2M | $381,720 |
| 2023 | 263 | $191,014 | $2.3M | $360,018 |
| 2022 | 173 | $162,263 | $2.0M | $363,897 |
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 |
|---|---|---|---|---|
| HIGHMARK, INC. | Other Service Provider | $19,507 | — | $19,507 |
| BOYER & RITTER LLC | Auditor | $14,500 | — | $14,500 |
| UNITED CONCORDIA COMPANIES, INC. | Other Service Provider | $11,425 | — | $11,425 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,432
- Estimated Expense Ratio: 9.997% 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 | $191,304 | — | $45,519 | — | — |
| 2023 | $194,080 | — | $54,633 | — | — |
| 2022 | $183,106 | — | — | — | $15,896 |