Plan Snapshot
- Plan Sponsor: R.A.T.T., INC.
- Sponsor EIN: 233090737
- Sponsor Address: 4450 PAXTON STREET, HARRISBURG, PA, 17111
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 74
- Total Assets: $333,865
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 | 74 | $333,865 | $670,984 | $408,633 |
| 2023 | 68 | $138,119 | $502,696 | $322,232 |
| 2022 | 74 | $103,117 | $484,415 | $240,839 |
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 |
|---|---|---|---|---|
| PCI INSURANCE AGENCY | Investment Advisor | $22,621 | — | $22,621 |
| CAPITAL BLUECROSS | Other Service Provider | $21,650 | — | $21,650 |
| THE BENECON GROUP, LLC | Investment Advisor | $16,627 | — | $16,627 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,898
- Estimated Expense Ratio: 18.240% 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 | $870,763 | — | — | — | — |
| 2023 | $805,824 | — | — | — | — |
| 2022 | $649,608 | — | — | — | — |