Plan Snapshot
- Plan Sponsor: Phytogenx, INC.
- Sponsor EIN: 201813441
- Sponsor Address: 35 THOUSAND OAKS BOULEVARD, MORGANTOWN, PA, 19543
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 94
- Total Assets: $219,602
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 | 94 | $219,602 | $0 | $0 |
| 2024 | 104 | $17,187 | $891,963 | $292,547 |
| 2023 | 108 | $6,094 | $681,868 | $274,888 |
| 2022 | 110 | $34,357 | $46,594 | $25,716 |
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, LLC | Investment Advisor | $67,135 | — | $67,135 |
| PATRIOT (POWER-KUNKLE GROUP, INC.) | Investment Advisor | $43,564 | — | $43,564 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $110,699
- Estimated Expense Ratio: 50.409% 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 | $1,137,835 | — | — | — | — |
| 2024 | $1,186,445 | — | — | — | — |
| 2023 | $1,037,086 | — | — | — | — |
| 2022 | $96,017 | — | — | — | — |