Plan Snapshot
- Plan Sponsor: Gilboy Ford, INC.
- Sponsor EIN: 240822292
- Sponsor Address: 2805 MACARTHER RD, WHITEHALL, PA, 18052
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 29
- Total Assets: $3,396
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 | 29 | $3,396 | $273,411 | $106,337 |
| 2023 | 28 | $41,842 | $240,961 | $97,994 |
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 | $10,087 | — | $10,087 |
| EMPLOYEE BENEFITS CONSULTANTS, LLC | Investment Advisor | $9,360 | — | $9,360 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE BENEFITS CONSULTANTS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,447
- Estimated Expense Ratio: 572.644% 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 | $433,829 | — | — | — | — |
| 2023 | $336,067 | — | — | — | — |