Plan Snapshot
- Plan Sponsor: Principle Enterprises, LLC
- Sponsor EIN: 261535583
- Sponsor Address: 6000 TOWN CENTER BLVD, CANNONSBURG, PA, 15317
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2024 | 250 | $0 | $0 | $0 |
| 2023 | 225 | $0 | $0 | $0 |
| 2022 | 178 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| HUB INT. (PITT) | Investment Advisor | $31,334 | — | $31,334 |
| THE BENECON GROUP, LLC | Investment Advisor | $18,758 | — | $18,758 |
| UPMC BENEFIT MANAGEMENT SERVICES | Other Service Provider | $10,901 | — | $10,901 |
| HUB INT. (PA) | Investment Advisor | $8,843 | — | $8,843 |
| CONNECTCARE3 | Other Service Provider | $6,514 | — | $6,514 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,350
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 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |