Plan Snapshot
- Plan Sponsor: Philpott Solutions Group, INC.
- Sponsor EIN: 340462440
- Sponsor Address: 1010 INDUSTRIAL PARKWAY NORTH, BRUNSWICK, OH, 44212
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 37
- Total Assets: $21,681
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 | 37 | $21,681 | $0 | $0 |
| 2024 | 39 | $2,549 | $559,061 | $120,154 |
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 | $47,219 | — | $47,219 |
| MUTUAL HEALTH SERVICES, A DIVISION | Other Service Provider | $28,409 | — | $28,409 |
| MCGOHAN BRABENDER (DUBLIN) | Investment Advisor | $24,550 | — | $24,550 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,178
- Estimated Expense Ratio: 462.054% 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 | $941,244 | — | — | — | — |
| 2024 | $736,659 | — | — | — | — |