Plan Snapshot
- Plan Sponsor: Shared Support INC.
- Sponsor EIN: 202881218
- Sponsor Address: 218 BRIDGE AVENUE, SUNBURY, PA, 17801
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 200
- Total Assets: $816,788
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 | 200 | $816,788 | $0 | $0 |
| 2024 | 192 | $1.2M | $4.2M | $224,300 |
| 2023 | 193 | $285,977 | $3.6M | $239,425 |
| 2022 | 167 | $253,679 | $2.7M | $93,150 |
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 | $227,423 | — | $227,423 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $44,237 | — | $44,237 |
| REVIVEHEALTH, INC. | Other Service Provider | $32,461 | — | $32,461 |
| ALLIANT INSURANCE SERVICES, INC. | Investment Advisor | $27,043 | — | $27,043 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $331,164
- Estimated Expense Ratio: 40.545% 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 | $5,294,839 | $56,158 | $98,958 | — | — |
| 2024 | $1,251,943 | $49,924 | $63,596 | — | — |
| 2023 | $1,147,659 | $46,724 | $78,040 | — | — |
| 2022 | $908,905 | $39,982 | $111,032 | — | — |