Plan Snapshot
- Plan Sponsor: Paxton Street Home Benevolent Society, INC.
- Sponsor EIN: 232179648
- Sponsor Address: 2001 PAXTON STREET, HARRISBURG, PA, 17111
- Plan Type: Health & Welfare
- Plan Number: 506
- Total Participants: 29
- Total Assets: $104,787
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 | 29 | $104,787 | $0 | $0 |
| 2024 | 30 | $99,387 | $415,692 | $24,536 |
| 2023 | 22 | $52,285 | $313,746 | $26,949 |
| 2022 | 23 | $58,699 | $273,658 | $23,554 |
| 2020 | 24 | $7,658 | $16,214 | $1,284 |
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 | $27,502 | — | $27,502 |
| PCI INSURANCE AGENCY | Investment Advisor | $8,060 | — | $8,060 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,562
- Estimated Expense Ratio: 33.937% 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 | $439,437 | — | — | — | — |
| 2024 | $396,608 | — | — | — | — |
| 2023 | $354,441 | — | — | — | — |
| 2022 | $282,134 | — | — | — | — |
| 2020 | $5,128 | — | — | — | — |