Plan Snapshot
- Plan Sponsor: Pacific Edge Diagnostics Usa Ltd
- Sponsor EIN: 454281331
- Sponsor Address: 1214 RESEARCH BLVD, SUITE 2000, HUMMELSTOWN, PA, 17036
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 39
- Total Assets: $15,562
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 | 39 | $15,562 | $0 | $0 |
| 2024 | 45 | $10,096 | $531,738 | $186,031 |
| 2023 | 43 | $17,797 | $48,928 | $9,666 |
| 2022 | 47 | $25,072 | $690,802 | $74,958 |
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 | Investment Advisor | $44,247 | — | $44,247 |
| WEBB INSURANCE, INC. | Investment Advisor | $9,275 | — | $9,275 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,522
- Estimated Expense Ratio: 343.928% 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 | $861,298 | — | — | — | — |
| 2024 | $684,877 | — | — | — | — |
| 2023 | $113,297 | — | — | — | — |
| 2022 | $867,254 | — | — | — | — |