Plan Snapshot
- Plan Sponsor: Icon Legacy Custom Modular Homes, L.L.C.
- Sponsor EIN: 320223154
- Sponsor Address: 246 SAND HILL ROAD, SELINSGROVE, PA, 17870
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 85
- Total Assets: $104,434
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 | 85 | $104,434 | $1.3M | $265,444 |
| 2023 | 89 | $20,980 | $1.1M | $219,955 |
| 2022 | 86 | $26,664 | $1.0M | $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 |
|---|---|---|---|---|
| SHOLLEY AGENCY, INC. | Investment Advisor | $31,388 | — | $31,388 |
| THE BENECON GROUP | Investment Advisor | $30,563 | — | $30,563 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,951
- Estimated Expense Ratio: 59.321% 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 | $1,612,613 | — | — | — | — |
| 2023 | $1,355,854 | — | — | — | — |
| 2022 | $1,389,969 | — | — | — | — |