Plan Snapshot
- Plan Sponsor: Infiniti Of West Chester, INC.
- Sponsor EIN: 731670629
- Sponsor Address: 966 S. MATLACK ST., WEST CHESTER, PA, 19382
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 82
- Total Assets: $182,884
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 | 82 | $182,884 | $812,048 | $514,501 |
| 2023 | 117 | $94,904 | $867,688 | $560,623 |
| 2022 | 104 | $6,766 | $0 | $540,619 |
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 |
|---|---|---|---|---|
| LUMINARE HEALTH BENEFITS INC. | Other Service Provider | $46,382 | — | $46,382 |
| ONEDIGITAL (PHILADELPHIA) | Investment Advisor | $32,672 | — | $32,672 |
| THE BENECON GROUP | Investment Advisor | $15,917 | — | $15,917 |
| CONNECTCARE3 | Other Service Provider | $5,527 | — | $5,527 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,498
- Estimated Expense Ratio: 54.952% 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 | $100,497 | — | $100,497 | — | — |
| 2023 | $127,401 | — | $127,401 | — | — |
| 2022 | $118,541 | — | $118,541 | — | — |