Plan Snapshot
- Plan Sponsor: Fox Specialties, INC.
- Sponsor EIN: 232800462
- Sponsor Address: 2750 MORRIS RD, LANSDALE, PA, 19446
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 34
- Total Assets: $83,167
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 | 34 | $83,167 | $0 | $0 |
| 2024 | 36 | $50,102 | $724,317 | $157,772 |
| 2023 | 52 | $239,847 | $804,366 | $155,129 |
| 2022 | 56 | $128,488 | $693,948 | $157,500 |
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 | $16,070 | — | $16,070 |
| ONEDIGITAL (PHILADELPHIA) | Investment Advisor | $13,294 | — | $13,294 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,364
- Estimated Expense Ratio: 35.307% 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 | $846,221 | — | — | — | — |
| 2024 | $1,227,875 | — | — | — | — |
| 2023 | $899,103 | — | — | — | — |
| 2022 | $728,861 | — | — | — | — |