Plan Snapshot
- Plan Sponsor: Energycap, LLC
- Sponsor EIN: 271272222
- Sponsor Address: 360 DISCOVERY DR., BOALSBURG, PA, 16827
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2024 | 82 | $69,589 | $1.7M | $15,112 |
| 2023 | 76 | $168,712 | $479,129 | $5,739 |
| 2022 | 82 | $117,075 | $1.4M | $47,269 |
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 | $88,425 | — | $88,425 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,425
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 | $14,790 | — | — | — | — |
| 2024 | $1,820,172 | — | — | — | — |
| 2023 | $632,375 | — | — | — | — |
| 2022 | $1,312,648 | — | — | — | — |