Plan Snapshot
- Plan Sponsor: Osage Piping & Fabricating, INC.
- Sponsor EIN: 232752647
- Sponsor Address: 85 INDUSTRIAL ROAD, HIGHSPIRE, PA, 17034
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 26
- Total Assets: $745
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 | 26 | $745 | $151,068 | $86,890 |
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 |
|---|---|---|---|---|
| EPIC INSURANCE BROKERS (CENTRAL PA) | Investment Advisor | $10,325 | — | $10,325 |
| THE BENECON GROUP | Investment Advisor | $7,781 | — | $7,781 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC INSURANCE BROKERS (CENTRAL PA) — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,106
- Estimated Expense Ratio: 2430.336% 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 | $260,149 | — | — | — | — |