Plan Snapshot
- Plan Sponsor: The Dl Martin Co
- Sponsor EIN: 251185827
- Sponsor Address: 25 D.L. MARTIN DRIVE, MERCERSBURG, PA, 17236
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2024 | 104 | $115,969 | $2.1M | $216,729 |
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 |
|---|---|---|---|---|
| CAPITAL BLUECROSS | Other Service Provider | $47,124 | — | $47,124 |
| BROWN & BROWN (PA) | Investment Advisor | $41,580 | — | $41,580 |
| THE BENECON GROUP | Investment Advisor | $22,467 | — | $22,467 |
| CONNECTCARE3 | Other Service Provider | $7,789 | — | $7,789 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,960
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 | -$81,655 | — | — | — | — |
| 2024 | $118,960 | — | $30,256 | — | — |