Plan Snapshot
- Plan Sponsor: Fisher Tank Company
- Sponsor EIN: 231384852
- Sponsor Address: 3131 W. FOURTH ST., CHESTER, PA, 19013
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 55
- Total Assets: $380,494
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 | 55 | $380,494 | $0 | $0 |
| 2024 | 55 | $140,204 | $681,197 | $183,543 |
| 2023 | 54 | $65,812 | $525,998 | $164,333 |
| 2022 | 49 | $176,116 | $569,549 | $111,692 |
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 |
|---|---|---|---|---|
| ONEDIGITAL (PHILADELPHIA) | Investment Advisor | $30,308 | — | $30,308 |
| THE BENECON GROUP | Investment Advisor | $18,746 | — | $18,746 |
| INDEPENDENCE ADMINISTRATORS (IA) | Other Service Provider | $17,943 | — | $17,943 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,997
- Estimated Expense Ratio: 17.608% 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 | $1,011,019 | — | — | — | — |
| 2024 | $924,295 | — | — | — | — |
| 2023 | $818,599 | — | — | — | — |
| 2022 | $844,243 | — | — | — | — |