Plan Snapshot
- Plan Sponsor: Sabel Systems Technology Solutions LLC
- Sponsor EIN: 542047197
- Sponsor Address: 2290 LAKEVIEW DRIVE, BEAVERCREEK, OH, 45431
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 180
- Total Assets: $90,563
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 | 180 | $90,563 | $0 | $0 |
| 2024 | 146 | $45,086 | $1.3M | $546,806 |
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 | $132,363 | — | $132,363 |
| THE CAPITAL GROUP (ARMFIELD, HARRIS | Investment Advisor | $77,733 | — | $77,733 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $73,548 | — | $73,548 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $283,644
- Estimated Expense Ratio: 313.201% 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 | $2,735,864 | $43,672 | $151,281 | — | — |
| 2024 | $752,688 | $32,810 | $122,910 | — | — |