Plan Snapshot
- Plan Sponsor: Ritchey Metals Company, Incorporated
- Sponsor EIN: 251158080
- Sponsor Address: 30 GEORGETOWN ROAD, CANONSBURG, PA, 15317
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 102
- Total Assets: $20,949
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 | 102 | $20,949 | $409,799 | $214,710 |
| 2023 | 51 | $5,387 | $368,964 | $221,075 |
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 |
|---|---|---|---|---|
| HIGHMARK WEST | Other Service Provider | $33,624 | — | $33,624 |
| THE BENECON GROUP | Investment Advisor | $23,176 | — | $23,176 |
| STALWART INSURANCE | Investment Advisor | $20,725 | — | $20,725 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,525
- Estimated Expense Ratio: 370.065% 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 | $669,209 | — | — | — | — |
| 2023 | $623,009 | — | — | — | — |