Plan Snapshot
- Plan Sponsor: Pleasant Valley Homes, INC
- Sponsor EIN: 331080091
- Sponsor Address: 100 HAMMER SMITH DRIVE, PINE GROVE, PA, 17963
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 122
- Total Assets: $444,581
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 | 122 | $444,581 | $1.8M | $412,485 |
| 2023 | 110 | $337,006 | $1.7M | $355,773 |
| 2022 | 119 | $186,180 | $1.3M | $316,230 |
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 |
|---|---|---|---|---|
| BROWN & BROWN OF PA | Investment Advisor | $58,800 | — | $58,800 |
| THE BENECON GROUP LLC | Investment Advisor | $26,520 | — | $26,520 |
| CONNECTCARE3 | Other Service Provider | $7,380 | — | $7,380 |
| INNOVU | Investment Advisor | $5,880 | — | $5,880 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,580
- Estimated Expense Ratio: 22.174% 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 | $782,041 | $33,900 | $111,411 | — | — |
| 2023 | $683,515 | $37,985 | $75,116 | — | — |
| 2022 | $593,112 | $29,120 | $80,935 | — | — |