Plan Snapshot
- Plan Sponsor: Reilly Foam Corp.
- Sponsor EIN: 231889461
- Sponsor Address: 751 FIFTH AVENUE, KING OF PRUSSIA, PA, 19406
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 109
- Total Assets: $375,482
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 | 109 | $375,482 | $1.1M | $144,515 |
| 2023 | 118 | $108,664 | $798,105 | $174,082 |
| 2022 | 138 | $404,223 | $752,487 | $181,026 |
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 |
|---|---|---|---|---|
| TRION GROUP, A MARSH & MCLENNAN AGE | Investment Advisor | $34,025 | — | $34,025 |
| UMR | Other Service Provider | $27,030 | — | $27,030 |
| BENECON GROUP | Investment Advisor | $23,424 | — | $23,424 |
| CONNECTCARE3 | Other Service Provider | $7,649 | — | $7,649 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRION GROUP, A MARSH & MCLENNAN AGE — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,128
- Estimated Expense Ratio: 24.536% 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 | $92,128 | — | $92,128 | — | — |
| 2023 | $94,766 | — | $94,766 | — | — |
| 2022 | $96,299 | — | — | — | $96,299 |