Plan Snapshot
- Plan Sponsor: Equal Measure
- Sponsor EIN: 232694572
- Sponsor Address: 520 WALNUT STREET, PHILADELPHIA, PA, 19106
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 12
- Total Assets: $13,928
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 | 12 | $13,928 | $0 | $0 |
| 2024 | 20 | $28,493 | $282,017 | $3,762 |
| 2023 | 18 | $53,819 | $205,215 | $66,487 |
| 2022 | 25 | $30,818 | $169,693 | $64,260 |
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 | $19,691 | — | $19,691 |
| PATRIOT (EXUDE, INC.) | Investment Advisor | $10,998 | — | $10,998 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,689
- Estimated Expense Ratio: 220.340% 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 | $325,648 | — | — | — | — |
| 2024 | $310,095 | — | — | — | — |
| 2023 | $239,959 | — | — | — | — |
| 2022 | $252,849 | — | — | — | — |