Plan Snapshot
- Plan Sponsor: Harry O. Hahn Seafood, INC.
- Sponsor EIN: 231904032
- Sponsor Address: 3024 PENN AVENUE, WEST LAWN, PA, 19609
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 35
- Total Assets: $50,930
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 | 35 | $50,930 | $0 | $0 |
| 2024 | 36 | $14,093 | $280,584 | $159,176 |
| 2023 | 40 | $3,639 | $208,276 | $136,438 |
| 2022 | 38 | $44,423 | $215,480 | $132,227 |
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 | $35,963 | — | $35,963 |
| PATRIOT (POWER-KUNKLE GROUP, INC.) | Investment Advisor | $15,626 | — | $15,626 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,589
- Estimated Expense Ratio: 101.294% 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 | $541,991 | — | — | — | — |
| 2024 | $432,495 | — | — | — | — |
| 2023 | $378,941 | — | — | — | — |
| 2022 | $334,590 | — | — | — | — |