Plan Snapshot
- Plan Sponsor: Diversified Traffic Products, INC.
- Sponsor EIN: 232057787
- Sponsor Address: 3846 GREEN VALLEY ROAD, SEVEN VALLEYS, PA, 17360
- Plan Type: Health & Welfare
- Plan Number: 505
- Total Participants: 143
- Total Assets: $777,820
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 | 143 | $777,820 | $2.1M | $386,860 |
| 2023 | 146 | $683,296 | $1.5M | $353,045 |
| 2022 | 128 | $388,081 | $1.4M | $347,560 |
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 |
|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV | Investment Advisor | $51,576 | — | $51,576 |
| HIGHMARK | Other Service Provider | $36,670 | — | $36,670 |
| BENEFITMALL | Other Service Provider | $10,539 | — | $10,539 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,785
- Estimated Expense Ratio: 12.700% 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 | $118,767 | — | $118,767 | — | — |
| 2023 | $109,079 | — | $109,079 | — | — |
| 2022 | $104,781 | — | $104,781 | — | — |