Plan Snapshot
- Plan Sponsor: Q Company, LLC
- Sponsor EIN: 825483308
- Sponsor Address: 809 MARKET STREET, NEW BERLIN, PA, 17855
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 43
- Total Assets: $218,954
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 | 43 | $218,954 | $0 | $0 |
| 2024 | 49 | $108,832 | $516,232 | $136,883 |
| 2023 | 45 | $17,115 | $412,374 | $160,251 |
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 | $50,853 | — | $50,853 |
| GEISINGER HEALTH PLAN | Other Service Provider | $16,598 | — | $16,598 |
| CUMMINGS INSURANCE AGENCY | Investment Advisor | $16,050 | — | $16,050 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,501
- Estimated Expense Ratio: 38.136% 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 | $715,963 | — | — | — | — |
| 2024 | $537,271 | — | — | — | — |
| 2023 | $623,703 | — | — | — | — |