Plan Snapshot
- Plan Sponsor: Keen Compressed Gas Co.
- Sponsor EIN: 510059342
- Sponsor Address: 4063 NEW CASTLE AVE, WILMINGTON, DE, 19720
- Plan Type: Health & Welfare
- Plan Number: 507
- Total Participants: 91
- Total Assets: $397,360
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 | 91 | $397,360 | $0 | $0 |
| 2024 | 92 | $38,403 | $1.1M | $314,135 |
| 2023 | 90 | $10,426 | $1.0M | $242,318 |
| 2022 | 87 | $80,522 | $874,414 | $286,725 |
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 | $85,727 | — | $85,727 |
| HIGHMARK OF DELAWARE | Other Service Provider | $67,551 | — | $67,551 |
| NFP | Investment Advisor | $32,130 | — | $32,130 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $185,408
- Estimated Expense Ratio: 46.660% 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 | $1,331,850 | — | — | — | — |
| 2024 | $1,382,187 | — | — | — | — |
| 2023 | $1,231,046 | — | — | — | — |
| 2022 | $1,582,638 | — | — | — | — |