Plan Snapshot
- Plan Sponsor: Marcon Enterprises, INC.
- Sponsor EIN: 232194209
- Sponsor Address: 645 HAMILTON STREET, ALLENTOWN, PA, 181012469
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 48
- Total Assets: $25,234
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 | 48 | $25,234 | $486,774 | $100 |
| 2023 | 47 | $2,778 | $390,629 | $33,671 |
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 |
|---|---|---|---|---|
| SELTZER GROUP (STUART BENEFITS CONS | Investment Advisor | $13,265 | — | $13,265 |
| THE BENECON GROUP | Investment Advisor | $12,045 | — | $12,045 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,310
- Estimated Expense Ratio: 100.301% 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 | $550,706 | — | — | — | — |
| 2023 | $454,318 | — | — | — | — |