Plan Snapshot
- Plan Sponsor: Red White And Blue Autos, INC
- Sponsor EIN: 463656264
- Sponsor Address: 500 SOUTH HOFFMAN BLVD, ASHLAND, PA, 179211913
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 71
- Total Assets: $4,504
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 | 71 | $4,504 | $291,724 | $67,353 |
| 2023 | 36 | $5,669 | $289,974 | $22,745 |
| 2022 | 27 | $9,593 | $200,390 | $24,993 |
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 | $8,502 | — | $8,502 |
| MCGRIFF INSURANCE SERVICES (FORMERL | Investment Advisor | $8,300 | — | $8,300 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,802
- Estimated Expense Ratio: 373.046% 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 | $319,663 | — | — | — | — |
| 2023 | $370,414 | — | — | — | — |
| 2022 | $255,175 | — | — | — | — |