Plan Snapshot
- Plan Sponsor: Mri Group, LLP
- Sponsor EIN: 331011386
- Sponsor Address: 941 WHEATLAND AVENUE, SUITE 100, LANCASTER, PA, 17603
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 55
- Total Assets: $16,095
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 | 55 | $16,095 | $0 | $0 |
| 2024 | 53 | $12,754 | $576,763 | $96,350 |
| 2023 | 51 | $12,574 | $426,643 | $106,160 |
| 2022 | 59 | $205,652 | $426,267 | $112,594 |
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 | $44,649 | — | $44,649 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $25,164 | — | $25,164 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,813
- Estimated Expense Ratio: 433.756% 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 | $797,754 | — | — | — | — |
| 2024 | $793,893 | — | — | — | — |
| 2023 | $899,260 | — | — | — | — |
| 2022 | $584,414 | — | — | — | — |