Plan Snapshot
- Plan Sponsor: Eagle Metals, INC.
- Sponsor EIN: 232592926
- Sponsor Address: 1243 OLD BERNVILLE RD., LEESPORT, PA, 19533
- Plan Type: Health & Welfare
- Plan Number: 520
- Total Participants: 77
- Total Assets: $118,467
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 | 77 | $118,467 | $0 | $0 |
| 2024 | 65 | $93,720 | $300,196 | $222,825 |
| 2023 | 71 | $51,292 | $252,006 | $212,779 |
| 2022 | 62 | $19,364 | $9,562 | $23,026 |
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, LLC | Investment Advisor | $43,734 | — | $43,734 |
| TOMPKINS INSURANCE | Investment Advisor | $20,580 | — | $20,580 |
| REVIVEHEALTH, INC. | Other Service Provider | $8,957 | — | $8,957 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,271
- Estimated Expense Ratio: 61.849% 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 | $565,028 | — | — | — | — |
| 2024 | $484,254 | — | — | — | — |
| 2023 | $431,277 | — | — | — | — |
| 2022 | $31,391 | — | — | — | — |