Plan Snapshot
- Plan Sponsor: Swartz Supply Co., INC.
- Sponsor EIN: 231581476
- Sponsor Address: 5550 ALLENTOWN BLVD., HARRISBURG, PA, 17112
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 34
- Total Assets: $15,565
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. |
|---|---|---|---|---|
| 2024 | 34 | $15,565 | $212,365 | $98,319 |
| 2023 | 31 | $22,286 | $186,007 | $95,924 |
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 |
|---|---|---|---|---|
| BROWN & BROWN (PA) | Investment Advisor | $13,875 | — | $13,875 |
| THE BENECON GROUP | Investment Advisor | $9,653 | — | $9,653 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,528
- Estimated Expense Ratio: 151.160% 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 |
|---|---|---|---|---|---|
| 2024 | $261,897 | — | — | — | — |
| 2023 | $473,969 | — | — | — | — |