Plan Snapshot
- Plan Sponsor: Say Plastics, INC.
- Sponsor EIN: 232625883
- Sponsor Address: 165 OAK LANE, MCSHERRYSTOWN, PA, 17344
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 32
- Total Assets: $24,400
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 | 32 | $24,400 | $0 | $0 |
| 2024 | 37 | $29,407 | $147,231 | $94,762 |
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 | $21,172 | — | $21,172 |
| WEBB INSURANCE, INC. | Investment Advisor | $8,425 | — | $8,425 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,597
- Estimated Expense Ratio: 121.299% 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 | $241,796 | — | — | — | — |
| 2024 | $340,128 | — | — | — | — |