Plan Snapshot
- Plan Sponsor: Equipment Corporation Of America
- Sponsor EIN: 251095032
- Sponsor Address: PO BOX 306, CORAOPOLIS, PA, 15108
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 66
- Total Assets: $9,484
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 | 66 | $9,484 | $684,958 | $293,190 |
| 2023 | 66 | $7,925 | $508,764 | $194,775 |
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 |
|---|---|---|---|---|
| HENDERSON BROTHERS INC. | Investment Advisor | $28,140 | — | $28,140 |
| THE BENECON GROUP | Investment Advisor | $26,404 | — | $26,404 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,544
- Estimated Expense Ratio: 575.116% 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 | $927,709 | — | — | — | — |
| 2023 | $932,539 | — | — | — | — |