Plan Snapshot
- Plan Sponsor: Malvern Glass, INC.
- Sponsor EIN: 232006416
- Sponsor Address: 2 LEE BOULEVARD, MALVERN, PA, 19355
- Plan Type: Health & Welfare
- Plan Number: 526
- Total Participants: 51
- Total Assets: $93,276
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 | 51 | $93,276 | $0 | $0 |
| 2024 | 53 | $37,781 | $361,637 | $116,694 |
| 2023 | 46 | $2,116 | $216,263 | $128,582 |
| 2022 | 52 | $11,647 | $272,984 | $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 |
|---|---|---|---|---|
| ACRISURE, LLC | Investment Advisor | $26,076 | — | $26,076 |
| THE BENECON GROUP | Investment Advisor | $20,542 | — | $20,542 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $7,174 | — | $7,174 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,792
- Estimated Expense Ratio: 57.670% 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 | $640,661 | — | — | — | — |
| 2024 | $399,833 | — | — | — | — |
| 2023 | $454,791 | — | — | — | — |
| 2022 | $297,885 | — | — | — | — |