Plan Snapshot
- Plan Sponsor: Pennsylvania Precision Cast Parts, INC.
- Sponsor EIN: 232227127
- Sponsor Address: 521 N. 3RD AVE, LEBANON, PA, 17042
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 61
- Total Assets: $405,960
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 | 61 | $405,960 | $0 | $0 |
| 2024 | 62 | $407,774 | $1.1M | $286,476 |
| 2023 | 77 | $288,208 | $1.1M | $288,442 |
| 2022 | 75 | $392,352 | $923,644 | $288,420 |
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 | $60,149 | — | $60,149 |
| YOCUM & COMPANY, INC. | Investment Advisor | $8,329 | — | $8,329 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,478
- Estimated Expense Ratio: 16.868% 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 | $1,292,048 | — | — | — | — |
| 2024 | $1,246,127 | — | — | — | — |
| 2023 | $1,511,694 | — | — | — | — |
| 2022 | $1,186,969 | — | — | — | — |