Plan Snapshot
- Plan Sponsor: Riley Sales, INC.
- Sponsor EIN: 231696148
- Sponsor Address: 1719 ROMANO DRIVE, PLYMOUTH MEETING, PA, 19462
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 77
- Total Assets: $171,845
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 | 77 | $171,845 | $0 | $0 |
| 2024 | 72 | $11,783 | $623,932 | $184,105 |
| 2023 | 77 | $25,561 | $619,658 | $190,102 |
| 2022 | 61 | $195,466 | $523,773 | $183,225 |
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 |
|---|---|---|---|---|
| ONEDIGITAL (PHILADELPHIA) | Investment Advisor | $34,455 | — | $34,455 |
| THE BENECON GROUP | Investment Advisor | $18,436 | — | $18,436 |
| INDEPENDENCE ADMINISTRATORS (IA) | Investment Advisor | $11,637 | — | $11,637 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,528
- Estimated Expense Ratio: 37.550% 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 | $755,977 | — | — | — | — |
| 2024 | $701,981 | — | — | — | — |
| 2023 | $1,085,990 | — | — | — | — |
| 2022 | $607,067 | — | — | — | — |