Plan Snapshot
- Plan Sponsor: Man-U Service Contract Trust Fund C/O Benesys, INC
- Sponsor EIN: 541008444
- Sponsor Address: C/O BENESYS, INC, COLUMBIA, MD, 21046
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,353
- Total Assets: $37.6M
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 | 1,353 | $37.6M | $15.0M | $16,745 |
| 2023 | 1,353 | $32.1M | $14.8M | $18,756 |
| 2022 | 1,224 | $25.7M | $12.5M | $15,822 |
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 |
|---|---|---|---|---|
| BENESYS, INC | Other Service Provider | $238,322 | — | $238,322 |
| CAREFIRST BLUE CROSS / BLUE SHEILD | Other Service Provider | $177,295 | — | $177,295 |
| MORGAN STANLEY/GRAYSTONE GROUP CONS | Other Service Provider | $101,717 | — | $101,717 |
| TURNER, LEINS & GOLD, LLC | Auditor | $81,889 | — | $81,889 |
| AMERICAN HEALTH HOLDING, INC. | Other Service Provider | $59,689 | — | $59,689 |
| MARKOWITZ & RICHMOND | Other Service Provider | $41,203 | — | $41,203 |
| THE BOLTON GROUP | Other Service Provider | $41,000 | — | $41,000 |
| DELTA DENTAL OF PENNSYLVANIA | Other Service Provider | $35,421 | — | $35,421 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | $18,738 | — | $18,738 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TURNER, LEINS & GOLD, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $795,274
- Estimated Expense Ratio: 2.117% 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 | $1,102,013 | $133,498 | $209,697 | — | — |
| 2023 | $1,034,112 | $108,976 | $284,378 | — | — |
| 2022 | $1,104,560 | $115,228 | $245,024 | — | $186,619 |