Plan Snapshot
- Plan Sponsor: Rutt Quality Cabinetry, LLC
- Sponsor EIN: 921352370
- Sponsor Address: 215 DILLER AVENUE, NEW HOLLAND, PA, 17557
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 26
- Total Assets: $112,994
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 | 26 | $112,994 | $0 | $0 |
| 2024 | 23 | $21,582 | $163,147 | $89,034 |
| 2023 | 63 | $23,029 | $403,425 | $190,004 |
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 | Investment Advisor | $15,178 | — | $15,178 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $8,172 | — | $8,172 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,350
- Estimated Expense Ratio: 20.665% 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 | $159,707 | — | — | — | — |
| 2024 | $125,861 | — | — | — | — |
| 2023 | $735,383 | — | — | — | — |