Plan Snapshot
- Plan Sponsor: Lititz Christian School
- Sponsor EIN: 900123234
- Sponsor Address: PO BOX 415, LITITZ, PA, 17543
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 34
- Total Assets: $9,169
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 | 34 | $9,169 | $321,363 | $78,644 |
| 2023 | 30 | $75,341 | $271,330 | $60,808 |
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 |
|---|---|---|---|---|
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $13,266 | — | $13,266 |
| THE BENECON GROUP | Investment Advisor | $12,608 | — | $12,608 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,874
- Estimated Expense Ratio: 282.190% 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 | $537,465 | — | — | — | — |
| 2023 | $283,328 | — | — | — | — |