Plan Snapshot
- Plan Sponsor: Leo Kob Co., INC.
- Sponsor EIN: 232244008
- Sponsor Address: 303 JONLYN DR, ELIZABETHTOWN, PA, 170229304
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 36
- Total Assets: $42,159
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 | 36 | $42,159 | $248,712 | $127,868 |
| 2023 | 21 | $56,868 | $2,758 | $77,532 |
| 2022 | 33 | $69,073 | -$30,739 | $310,128 |
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 |
|---|---|---|---|---|
| BROWN & BROWN (PA) | Investment Advisor | $12,402 | — | $12,402 |
| CAPITAL BLUECROSS | Other Service Provider | $8,032 | — | $8,032 |
| THE BENECON GROUP | Investment Advisor | $7,947 | — | $7,947 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,381
- Estimated Expense Ratio: 67.319% 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 | $404,752 | — | — | — | — |
| 2023 | $65,718 | — | — | — | — |
| 2022 | $253,103 | — | — | — | — |