Plan Snapshot
- Plan Sponsor: Info-Matrix Corporation
- Sponsor EIN: 251788570
- Sponsor Address: P.O. BOX 187, CAMP HILL, PA, 17001
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 21
- Total Assets: $101,121
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 | 21 | $101,121 | $310,865 | $68,389 |
| 2023 | 40 | $20,479 | $210,672 | $45,634 |
| 2022 | 47 | $127,557 | $388,213 | $101,692 |
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 | $9,731 | — | $9,731 |
| MPB RISK SERVICES, LLC | Investment Advisor | $7,803 | — | $7,803 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,534
- Estimated Expense Ratio: 17.340% 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 | $290,973 | — | — | — | — |
| 2023 | $271,796 | — | — | — | — |
| 2022 | $447,035 | — | — | — | — |