Plan Snapshot
- Plan Sponsor: Grosfillex, INC.
- Sponsor EIN: 231714549
- Sponsor Address: 230 OLD WEST PENN AVENUE, ROBESONIA, PA, 19551
- Plan Type: Health & Welfare
- Plan Number: 504
- Total Participants: 79
- Total Assets: $465,692
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 | 79 | $465,692 | $0 | $0 |
| 2024 | 87 | $52,899 | $995,604 | $163,658 |
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 | $87,235 | — | $87,235 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $38,196 | — | $38,196 |
| REVIVEHEALTH, INC. | Other Service Provider | $22,302 | — | $22,302 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,733
- Estimated Expense Ratio: 31.723% 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 | $851,895 | — | — | — | — |
| 2024 | $1,203,331 | — | — | — | — |