Plan Snapshot
- Plan Sponsor: Lansdale Auto Group Dba Lansdale Chrysler
- Sponsor EIN: 231685040
- Sponsor Address: 710 BETHLEHEM PIKE, MONTGOMERYVILLE, PA, 18936
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 35
- Total Assets: $22,252
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 | 35 | $22,252 | $0 | $0 |
| 2024 | 34 | $18,023 | $212,978 | $113,753 |
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 | $31,362 | — | $31,362 |
| MCGRIFF INSURANCE SERVICES (FORMERL | Investment Advisor | $14,070 | — | $14,070 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,432
- Estimated Expense Ratio: 204.170% 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 | $422,060 | — | — | — | — |
| 2024 | $335,778 | — | — | — | — |