Plan Snapshot
- Plan Sponsor: Dieffenbachs Potato Chips, INC.
- Sponsor EIN: 233044270
- Sponsor Address: 51 HOST ROAD, WOMELSDORF, PA, 19567
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 140
- Total Assets: $344,213
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 | 140 | $344,213 | $1.4M | $599,019 |
| 2023 | 130 | $194,796 | $330,982 | $165,935 |
| 2022 | 127 | $174,232 | $1.0M | $294,093 |
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 |
|---|---|---|---|---|
| PATRIOT (POWER-KUNKLE GROUP, INC.) | Investment Advisor | $65,297 | — | $65,297 |
| THE BENECON GROUP | Investment Advisor | $28,855 | — | $28,855 |
| CONNECTCARE3 | Other Service Provider | $9,445 | — | $9,445 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,597
- Estimated Expense Ratio: 30.097% 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 | $703,233 | $38,300 | $86,057 | — | — |
| 2023 | $190,526 | $10,938 | $24,336 | — | — |
| 2022 | $515,654 | $31,347 | $65,568 | — | — |