Plan Snapshot
- Plan Sponsor: Opsec Security, INC.
- Sponsor EIN: 841458633
- Sponsor Address: 1857 COLONIAL VILLAGE LANE, LANCASTER, PA, 176050155
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 0
- Total Assets: $473,697
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 | 0 | $473,697 | $2.4M | $469,446 |
| 2023 | 246 | $386,451 | $2.7M | $647,879 |
| 2022 | 275 | $627,337 | $2.2M | $641,600 |
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 |
|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV | Investment Advisor | $51,775 | — | $51,775 |
| BENEFITMALL | Other Service Provider | $13,508 | — | $13,508 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,283
- Estimated Expense Ratio: 13.782% 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 | $17,051 | — | $17,051 | — | — |
| 2023 | $190,545 | — | $190,545 | — | — |
| 2022 | $212,027 | — | $212,027 | — | — |