Plan Snapshot
- Plan Sponsor: M&M Displays, INC
- Sponsor EIN: 231544800
- Sponsor Address: 7700 BREWSTER AVENUE, PHILADELPHIA, PA, 19153
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 22
- Total Assets: $5,827
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 | 22 | $5,827 | $409,743 | $103,295 |
| 2023 | 22 | $149,260 | $467,396 | $1,515 |
| 2022 | 21 | $166,711 | $439,326 | $0 |
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 |
|---|---|---|---|---|
| CBIZ, INC. (PA) | Investment Advisor | $20,400 | — | $20,400 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $14,586 | — | $14,586 |
| THE BENECON GROUP | Investment Advisor | $7,002 | — | $7,002 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,988
- Estimated Expense Ratio: 720.577% 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 | $668,483 | — | — | — | — |
| 2023 | $487,275 | — | — | — | — |
| 2022 | $463,560 | — | — | — | — |