# Riley Sales, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/riley-sales-inc-231696148-501

> Riley Sales, INC.'s Health & Welfare plan: 77 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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