# Info-Matrix Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/info-matrix-corporation-251788570-501

> Info-Matrix Corporation's Health & Welfare plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Info-Matrix Corporation

- **Sponsor EIN:** 251788570

- **Sponsor Address:** P.O. BOX 187, CAMP HILL, PA, 17001

- **Plan Type:** Health & Welfare

- **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|—|—|—|—|

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