Plan Snapshot
- Plan Sponsor: Pine Hill Manufacturing, LLC
- Sponsor EIN: 233035227
- Sponsor Address: 5140 MARTIN DRIVE, GAP, PA, 17527
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 44
- Total Assets: $181,873
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. |
|---|---|---|---|---|
| 2024 | 44 | $181,873 | $574,262 | $108 |
| 2023 | 52 | $126,771 | $351,175 | $185,663 |
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 | $13,534 | — | $13,534 |
| KELLY BENEFITS STRATEGIES | Investment Advisor | $9,160 | — | $9,160 |
| CCAB INSURANCE & BENEFITS, INC. | Investment Advisor | $7,375 | — | $7,375 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,069
- Estimated Expense Ratio: 16.533% 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 |
|---|---|---|---|---|---|
| 2024 | $619,551 | — | — | — | — |
| 2023 | $441,044 | — | — | — | — |