Plan Snapshot
- Plan Sponsor: Punctual Pros Holdings, LLC
- Sponsor EIN: 991714800
- Sponsor Address: 516 RUNNING PUMP ROAD, LANCASTER, PA, 17601
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 117
- Total Assets: $273,830
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 | 117 | $273,830 | $0 | $0 |
| 2024 | 90 | $228,307 | $600,384 | $390,049 |
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 | $94,255 | — | $94,255 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $49,680 | — | $49,680 |
| REVIVEHEALTH, INC. | Other Service Provider | $17,940 | — | $17,940 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $161,875
- Estimated Expense Ratio: 59.115% 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 | $1,314,653 | — | — | — | — |
| 2024 | $944,940 | — | — | — | — |