Plan Snapshot
- Plan Sponsor: G.R. Mitchell, INC.
- Sponsor EIN: 231710257
- Sponsor Address: 14 BEAVER VALLEY PIKE, WILLOW STREET, PA, 17584
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 50
- Total Assets: $103,001
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 | 50 | $103,001 | $0 | $0 |
| 2024 | 48 | $110,973 | $363,375 | $237,079 |
| 2023 | 43 | $16,556 | $256,706 | $223,184 |
| 2022 | 46 | $54,553 | $228,585 | $199,516 |
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 | $42,495 | — | $42,495 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $19,932 | — | $19,932 |
| REVIVEHEALTH, INC. | Other Service Provider | $12,663 | — | $12,663 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,090
- Estimated Expense Ratio: 72.902% 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 | $726,090 | — | — | — | — |
| 2024 | $465,866 | — | — | — | — |
| 2023 | $543,433 | — | — | — | — |
| 2022 | $265,678 | — | — | — | — |