Plan Snapshot
- Plan Sponsor: Mb Castings LLC
- Sponsor EIN: 824037722
- Sponsor Address: 981 BRIDGE STREET, LEHIGHTON, PA, 18235
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 100
- Total Assets: $14,469
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 | 100 | $14,469 | $1.5M | $160,509 |
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 |
|---|---|---|---|---|
| HIGHMARK | Other Service Provider | $38,493 | — | $38,493 |
| E. K. MCCONKEY & CO., INC. | Investment Advisor | $35,351 | — | $35,351 |
| BENEFITMALL | Recordkeeper | $7,364 | — | $7,364 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,208
- Estimated Expense Ratio: 561.255% 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 | $83,103 | — | $82,428 | — | — |