Plan Snapshot
- Plan Sponsor: Ressler & Mateer, INC.
- Sponsor EIN: 231941892
- Sponsor Address: 72 INDUSTRIAL RD, BROWNSTOWN, PA, 17508
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 64
- Total Assets: $93,292
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 | 64 | $93,292 | $283,385 | $185,707 |
| 2023 | 47 | $125,513 | $248,933 | $188,137 |
| 2022 | 49 | $202,977 | $252,634 | $196,573 |
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 | $15,158 | — | $15,158 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $15,025 | — | $15,025 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,183
- Estimated Expense Ratio: 32.353% 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 | $505,961 | — | — | — | — |
| 2023 | $537,510 | — | — | — | — |
| 2022 | $426,449 | — | — | — | — |