Plan Snapshot
- Plan Sponsor: Ker Custom Molders, INC.
- Sponsor EIN: 204639677
- Sponsor Address: 5 RIGA LN, BIRDSBORO, PA, 19508
- Plan Type: Health & Welfare
- Plan Number: 526
- Total Participants: 39
- Total Assets: $44,800
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 | 39 | $44,800 | $0 | $0 |
| 2024 | 36 | $61,290 | $186,100 | $94,005 |
| 2023 | 39 | $1,230 | $282,614 | $598 |
| 2022 | 50 | $53,674 | $122,238 | $84,570 |
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 | $25,541 | — | $25,541 |
| TOMPKINS INSURANCE | Investment Advisor | $15,336 | — | $15,336 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,877
- Estimated Expense Ratio: 91.243% 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 | $328,901 | — | — | — | — |
| 2024 | $229,257 | — | — | — | — |
| 2023 | $338,123 | — | — | — | — |
| 2022 | $170,088 | — | — | — | — |