Plan Snapshot
- Plan Sponsor: Mct Management, LLC
- Sponsor EIN: 921130042
- Sponsor Address: 4511 FALMER DRIVE, BETHLEHEM, PA, 18020
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 42
- Total Assets: $167,411
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 | 42 | $167,411 | $482,873 | $114,348 |
| 2023 | 54 | $119,838 | $403,003 | $96,478 |
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 |
|---|---|---|---|---|
| BSI CORPORATE BENEFITS, LLC | Investment Advisor | $27,636 | — | $27,636 |
| CAPITAL BLUECROSS | Other Service Provider | $14,248 | — | $14,248 |
| THE BENECON GROUP | Investment Advisor | $11,640 | — | $11,640 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BSI CORPORATE BENEFITS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,524
- Estimated Expense Ratio: 31.972% 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 | $541,829 | — | — | — | — |
| 2023 | $422,945 | — | — | — | — |