Plan Snapshot
- Plan Sponsor: Rice Fruit Company
- Sponsor EIN: 231474131
- Sponsor Address: 2760 CARLISLE RD, GARDNERS, PA, 173249684
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 49
- Total Assets: $248,567
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 | 49 | $248,567 | $0 | $0 |
| 2024 | 49 | $316,964 | $695,871 | $216,675 |
| 2023 | 46 | $359,032 | $710,912 | $232,223 |
| 2022 | 47 | $193,652 | $658,017 | $207,459 |
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 | $58,825 | — | $58,825 |
| BENEFIT CONNECTIONS INC. | Investment Advisor | $22,268 | — | $22,268 |
| REVIVEHEALTH, INC. | Other Service Provider | $7,618 | — | $7,618 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,711
- Estimated Expense Ratio: 35.689% 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 | $1,086,996 | — | — | — | — |
| 2024 | $962,697 | — | — | — | — |
| 2023 | $724,330 | — | — | — | — |
| 2022 | $772,875 | — | — | — | — |