Plan Snapshot
- Plan Sponsor: Rivers Truck Center, INC.
- Sponsor EIN: 232414420
- Sponsor Address: 2975 CAPE HORN ROAD, RED LION, PA, 17356
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 53
- Total Assets: $105,799
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 | 53 | $105,799 | $681,378 | $236,924 |
| 2023 | 55 | $557 | $593,612 | $165,308 |
| 2022 | 58 | $6,079 | $485,184 | $165,308 |
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, LLC | Investment Advisor | $46,106 | — | $46,106 |
| ENGLE HAMBRIGHT & DAVIES, INC | Investment Advisor | $21,651 | — | $21,651 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,757
- Estimated Expense Ratio: 64.043% 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 | $793,931 | — | — | — | — |
| 2023 | $868,630 | — | — | — | — |
| 2022 | $702,156 | — | — | — | — |