# Optimum Controls Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/optimum-controls-corporation-521437280-501

> Optimum Controls Corporation's Health & Welfare plan: 81 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Optimum Controls Corporation

- **Sponsor EIN:** 521437280

- **Sponsor Address:** 1044 MACARTHUR ROAD, READING, PA, 19605

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 81

- **Total Assets:** $150,714

## 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|81|$150,714|$0|$0|

| 2024|81|$11,497|$939,667|$0|

| 2023|81|$57,235|$654,741|$133,778|

| 2022|82|$58,265|$532,577|$126,656|

## 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|$54,582|—|$54,582|

| PATRIOT (POWER-KUNKLE GROUP, INC.)|Investment Advisor|$34,892|—|$34,892|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $89,474

- **Estimated Expense Ratio:** 59.367% 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|$968,629|—|—|—|—|

| 2024|$1,018,255|—|—|—|—|

| 2023|$771,134|—|—|—|—|

| 2022|$655,612|—|—|—|—|

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