Plan Snapshot
- Plan Sponsor: It Solutions Consulting, LLC
- Sponsor EIN: 233000858
- Sponsor Address: 414 COMMERCE DRIVE, FORT WASHINGTON, PA, 19034
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 289
- Total Assets: $319,719
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 | 289 | $319,719 | $2.4M | $753,882 |
| 2023 | 164 | $321,694 | $252,591 | $69,103 |
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 |
|---|---|---|---|---|
| ALLIED BENEFIT SYSTEMS | Other Service Provider | $173,300 | — | $173,300 |
| JOHNSON, KENDALL & JOHNSON INC | Investment Advisor | $112,572 | — | $112,572 |
| THE BENECON GROUP | Investment Advisor | $55,194 | — | $55,194 |
| CONNECTCARE3 | Other Service Provider | $17,073 | — | $17,073 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $358,139
- Estimated Expense Ratio: 112.017% 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 | $372,991 | — | — | — | — |
| 2023 | $18,762 | — | — | — | — |