Plan Snapshot
- Plan Sponsor: Denver Cold Storage, INC.
- Sponsor EIN: 232354052
- Sponsor Address: 555A SANDY HILL ROAD, DENVER, PA, 17517
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 85
- Total Assets: $353,625
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 | 85 | $353,625 | $0 | $0 |
| 2024 | 75 | $190,531 | $973,972 | $369,005 |
| 2023 | 78 | $205,021 | $859,514 | $358,241 |
| 2022 | 52 | $225,653 | $917,367 | $189,570 |
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 | $99,967 | — | $99,967 |
| HARDING-YOST INSURANCE ASSOCIATES, | Investment Advisor | $20,122 | — | $20,122 |
| REVIVEHEALTH, INC. | Other Service Provider | $12,974 | — | $12,974 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,063
- Estimated Expense Ratio: 37.628% 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 | $1,428,226 | — | — | — | — |
| 2024 | $1,402,852 | — | — | — | — |
| 2023 | $942,787 | — | — | — | — |
| 2022 | $1,503,910 | — | — | — | — |