Plan Snapshot
- Plan Sponsor: Fanelli Brothers Trucking Co.
- Sponsor EIN: 231681214
- Sponsor Address: 1298 KEYSTONE BOULEVARD, POTTSVILLE, PA, 17901
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1
- Total Assets: $22,707
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 | 1 | $22,707 | $0 | $0 |
| 2024 | 34 | $149,552 | $419,714 | $143,502 |
| 2023 | 27 | $95,532 | $358,369 | $135,587 |
| 2022 | 30 | $273,204 | $264,422 | $143,990 |
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 | $12,905 | — | $12,905 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,905
- Estimated Expense Ratio: 56.833% 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 | $158,318 | — | — | — | — |
| 2024 | $456,662 | — | — | — | — |
| 2023 | $504,135 | — | — | — | — |
| 2022 | $551,569 | — | — | — | — |