Plan Snapshot
- Plan Sponsor: Keystone Petroleum Equipment, Ltd.
- Sponsor EIN: 232064749
- Sponsor Address: 981 W TRINDLE ROAD, MECHANICSBURG, PA, 17055
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 0
- Total Assets: $94,285
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 | 0 | $94,285 | $505,625 | $73,313 |
| 2023 | 65 | $46,415 | $737,986 | $180,350 |
| 2022 | 65 | $10,879 | $54,142 | $11,638 |
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 | $22,938 | — | $22,938 |
| STRICKLER AGENCY, INC. | Investment Advisor | $12,510 | — | $12,510 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,448
- Estimated Expense Ratio: 37.597% 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 | $435,059 | — | — | — | — |
| 2023 | $891,155 | — | — | — | — |
| 2022 | $110,102 | — | — | — | — |