Plan Snapshot
- Plan Sponsor: I Supply Company
- Sponsor EIN: 310515530
- Sponsor Address: 1255 SPANGLER ROAD, FAIRBORN, OH, 45324
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 107
- Total Assets: $31,448
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 | 107 | $31,448 | $1.1M | $0 |
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 |
|---|---|---|---|---|
| MUTUAL HEALTH SERVICES, A DIVISION | Other Service Provider | $81,213 | — | $81,213 |
| MCGOHAN BRABENDER (DUBLIN) | Investment Advisor | $34,500 | — | $34,500 |
| THE BENECON GROUP | Other Service Provider | $29,256 | — | $29,256 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,969
- Estimated Expense Ratio: 460.980% 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 | $144,969 | — | $110,469 | — | — |