Plan Snapshot
- Plan Sponsor: Motor Truck Equipment Company
- Sponsor EIN: 231287636
- Sponsor Address: 198 KOST ROAD, CARLISLE, PA, 17015
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 268
- Total Assets: $2.4M
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 | 268 | $2.4M | $4.3M | $1.1M |
| 2023 | 243 | $1.3M | $3.6M | $942,040 |
| 2022 | 249 | $903,248 | $3.1M | $841,053 |
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 |
|---|---|---|---|---|
| ENGLE HAMBRIGHT & DAVIES, INC. | Investment Advisor | $98,838 | — | $98,838 |
| THE BENECON GROUP | Investment Advisor | $51,040 | — | $51,040 |
| CONNECTCARE3 | Other Service Provider | $17,184 | — | $17,184 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,062
- Estimated Expense Ratio: 6.982% 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 | $135,388 | — | $135,388 | — | — |
| 2023 | $125,892 | — | — | — | — |
| 2022 | $123,361 | — | — | — | — |