Plan Snapshot
- Plan Sponsor: Industrial Service & Installation, INC.
- Sponsor EIN: 232510674
- Sponsor Address: 290 EMIG RD, EMIGSVILLE, PA, 17318
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 88
- Total Assets: $27,185
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 | 88 | $27,185 | $0 | $0 |
| 2024 | 70 | $24,345 | $1.1M | $224,154 |
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 | $103,907 | — | $103,907 |
| MCGRIFF INSURANCE SERVICES | Investment Advisor | $33,250 | — | $33,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $137,157
- Estimated Expense Ratio: 504.532% 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 | $1,587,423 | — | — | — | — |
| 2024 | $1,503,320 | — | — | — | — |