Plan Snapshot
- Plan Sponsor: Mountain Valley Orthopedics, P.C.
- Sponsor EIN: 223102230
- Sponsor Address: 600 PLAZA COURT, SUITE C, EAST STROUDSBURG, PA, 18301
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 24
- Total Assets: $68,537
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. |
|---|---|---|---|---|
| 2025 | 24 | $68,537 | $0 | $0 |
| 2024 | 25 | $6,128 | $242,890 | $103,547 |
| 2023 | 24 | $6,251 | $256,352 | $79,902 |
| 2022 | 26 | $60,221 | $247,827 | $133,494 |
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, LLC | Investment Advisor | $15,334 | — | $15,334 |
| HIGHMARK BCBS NEPA | Other Service Provider | $7,772 | — | $7,772 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,106
- Estimated Expense Ratio: 33.713% 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 |
|---|---|---|---|---|---|
| 2025 | $120,370 | — | — | — | — |
| 2024 | $445,773 | — | — | — | — |
| 2023 | $415,838 | — | — | — | — |
| 2022 | $451,563 | — | — | — | — |