Plan Snapshot
- Plan Sponsor: Red Rose Interior, INC.
- Sponsor EIN: 232179686
- Sponsor Address: 1002 NORTH PRINCE ST, LANCASTER, PA, 17603
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 33
- Total Assets: $111,178
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 | 33 | $111,178 | $0 | $0 |
| 2024 | 39 | $189,893 | $477,719 | $99,814 |
| 2023 | 82 | $82,438 | $352,267 | $165,416 |
| 2022 | 80 | $27,678 | $287,035 | $162,974 |
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 | $24,200 | — | $24,200 |
| ENGLE HAMBRIGHT & DAVIES INC | Investment Advisor | $13,240 | — | $13,240 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,440
- Estimated Expense Ratio: 33.676% 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 | $274,251 | — | — | — | — |
| 2024 | $459,587 | — | — | — | — |
| 2023 | $429,199 | — | — | — | — |
| 2022 | $488,681 | — | — | — | — |