Plan Snapshot
- Plan Sponsor: Finzer Brothers Beneficial Assoc
- Sponsor EIN: 237094204
- Sponsor Address: PO BOX 430, SUGARCREEK, OH, 44681
- Plan Type: Health & Welfare
- Plan Number: 504
- Total Participants: 300
- Total Assets: $305,687
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 | 300 | $305,687 | $22,503 | $75,010 |
| 2023 | 326 | $321,192 | $24,120 | $80,400 |
| 2022 | 335 | $313,970 | $25,500 | $84,520 |
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 |
|---|---|---|---|---|
| HALL, KISTLER & COMPANY LLP | Other Service Provider | $12,920 | — | $12,920 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,920
- Estimated Expense Ratio: 4.227% 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 | $17,052 | — | — | $8,895 | — |
| 2023 | $16,804 | — | — | $8,515 | — |
| 2022 | $16,784 | — | — | — | $12,550 |