Plan Snapshot
- Plan Sponsor: Rlb Ventures, INC.
- Sponsor EIN: 201980576
- Sponsor Address: 10 INDUSTRIAL WAY, DENVER, PA, 17517
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 53
- Total Assets: $62,664
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 | $62,664 | $519,889 | $167,189 |
| 2023 | 51 | $67,269 | $446,324 | $191,529 |
| 2022 | 61 | $269,235 | $343,656 | $225,296 |
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 |
|---|---|---|---|---|
| PATRIOT (POWER-KUNKLE GROUP, INC.) | Investment Advisor | $18,923 | — | $18,923 |
| THE BENECON GROUP, LLC | Investment Advisor | $17,002 | — | $17,002 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,925
- Estimated Expense Ratio: 57.330% 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 | $523,483 | — | — | — | — |
| 2023 | $701,982 | — | — | — | — |
| 2022 | $615,047 | — | — | — | — |