Plan Snapshot
- Plan Sponsor: Pro-Cut Construction Services, INC.
- Sponsor EIN: 231684350
- Sponsor Address: 3939 TRINDLE ROAD, CAMP HILL, PA, 17011
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 25
- Total Assets: $21,538
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 | 25 | $21,538 | $319,761 | $0 |
| 2023 | 24 | $33,143 | $188,698 | $60,262 |
| 2022 | 20 | $21,083 | $167,250 | $46,702 |
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 | $7,353 | — | $7,353 |
| COMMONWEALTH FINANCIAL GROUP | Investment Advisor | $7,111 | — | $7,111 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,464
- Estimated Expense Ratio: 67.156% 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 | $332,862 | — | — | — | — |
| 2023 | $238,879 | — | — | — | — |
| 2022 | $283,565 | — | — | — | — |