Plan Snapshot
- Plan Sponsor: Rpa Associates, INC.
- Sponsor EIN: 232569339
- Sponsor Address: 400 SPRING RIDGE DRIVE, WYOMISSING, PA, 19610
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 53
- Total Assets: $122,392
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 | 53 | $122,392 | $0 | $0 |
| 2024 | 49 | $18,413 | $538,336 | $371,502 |
| 2023 | 53 | $168,531 | $383,158 | $294,783 |
| 2022 | 54 | $234 | $153,671 | $122,322 |
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 | $56,781 | — | $56,781 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $15,675 | — | $15,675 |
| REVIVEHEALTH, INC. | Other Service Provider | $13,167 | — | $13,167 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,623
- Estimated Expense Ratio: 69.958% 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 | $997,978 | — | — | — | — |
| 2024 | $978,337 | — | — | — | — |
| 2023 | $695,587 | — | — | — | — |
| 2022 | $319,047 | — | — | — | — |