Plan Snapshot
- Plan Sponsor: Palram Americas, INC.
- Sponsor EIN: 870513572
- Sponsor Address: 9735 COMMERCE CIRCLE, KUTZTOWN, PA, 19530
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 153
- Total Assets: $412,257
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 | 153 | $412,257 | $0 | $0 |
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 | $92,967 | — | $92,967 |
| INNOVU | Other Service Provider | $8,330 | — | $8,330 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,297
- Estimated Expense Ratio: 24.571% 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 | $2,333,930 | — | $51,117 | — | — |