Plan Snapshot
- Plan Sponsor: International Marketing, INC.
- Sponsor EIN: 251250321
- Sponsor Address: 3183 BLACK GAP ROAD, CHAMBERSBURG, PA, 17202
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 29
- Total Assets: $151,845
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 | 29 | $151,845 | $433,463 | $83,524 |
| 2023 | 28 | $15,775 | $373,710 | $54,740 |
| 2022 | 29 | $136,972 | $351,341 | $47,031 |
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 | $10,748 | — | $10,748 |
| BENEFIT CONNECTIONS, INC | Investment Advisor | $9,852 | — | $9,852 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,600
- Estimated Expense Ratio: 13.566% 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 | $392,775 | — | — | — | — |
| 2023 | $440,183 | — | — | — | — |
| 2022 | $415,003 | — | — | — | — |