Plan Snapshot
- Plan Sponsor: Itero Group, LLC
- Sponsor EIN: 352603463
- Sponsor Address: 1215 MANOR DR SUITE 103, MECHANICSBURG, PA, 17055
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 58
- Total Assets: $229,066
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. |
|---|---|---|---|---|
| 2025 | 58 | $229,066 | $0 | $0 |
| 2024 | 59 | $196,267 | $808,158 | $11,698 |
| 2023 | 63 | $174,655 | $623,124 | $130,496 |
| 2022 | 43 | $184,022 | $115,101 | $19,256 |
| 2021 | 60 | $164,484 | $848,958 | $195,792 |
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 |
|---|---|---|---|---|
| GUNN-MOWERY | Investment Advisor | $14,706 | — | $14,706 |
| THE BENECON GROUP | Investment Advisor | $8,698 | — | $8,698 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,404
- Estimated Expense Ratio: 10.217% 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 |
|---|---|---|---|---|---|
| 2025 | $748,994 | — | — | — | — |
| 2024 | $813,746 | — | — | — | — |
| 2023 | $770,035 | — | — | — | — |
| 2022 | $201,962 | — | — | — | — |
| 2021 | $902,112 | — | — | — | — |