Plan Snapshot
- Plan Sponsor: Reading Pediatrics, INC.
- Sponsor EIN: 232104110
- Sponsor Address: 40 BERKSHIRE COURT, WYOMISSING, PA, 19610
- Plan Type: Health & Welfare
- Plan Number: 505
- Total Participants: 38
- Total Assets: $21,056
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 | 38 | $21,056 | $0 | $0 |
| 2024 | 36 | $20,238 | $551,306 | $90,158 |
| 2023 | 31 | $32,617 | $577,490 | $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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $44,712 | — | $44,712 |
| 20/20 CONSULTING | Investment Advisor | $15,984 | — | $15,984 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,696
- Estimated Expense Ratio: 288.260% 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 | $744,509 | — | — | — | — |
| 2024 | $578,101 | — | — | — | — |
| 2023 | $770,765 | — | — | — | — |