Plan Snapshot
- Plan Sponsor: Martha Lloyd School, INC.
- Sponsor EIN: 240798830
- Sponsor Address: 66 LLOYD LANE, TROY, PA, 16947
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 134
- Total Assets: $1.3M
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 | 134 | $1.3M | $2.3M | $376,082 |
| 2023 | 138 | $1.1M | $2.2M | $371,970 |
| 2022 | 138 | $717,942 | $1.9M | $368,140 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $27,681 | — | $27,681 |
| ALLIANT INSURANCE SERVICES, INC. | Investment Advisor | $18,866 | — | $18,866 |
| CONNECTCARE3 | Other Service Provider | $9,616 | — | $9,616 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,163
- Estimated Expense Ratio: 4.361% 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 | $933,668 | $37,297 | $21,515 | — | — |
| 2023 | $791,334 | $35,136 | $30,989 | — | — |
| 2022 | $683,865 | $34,729 | $46,239 | — | — |