# Therm-Omega-Tech, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/therm-omega-tech-inc-232281908-501

> Therm-Omega-Tech, INC.'s Health & Welfare plan: 94 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Therm-Omega-Tech, INC.

- **Sponsor EIN:** 232281908

- **Sponsor Address:** 353 IVYLAND RD, WARMINSTER, PA, 18974

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 94

- **Total Assets:** $602,218

## 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|94|$602,218|$0|$0|

| 2024|100|$532,951|$1.7M|$393,716|

| 2023|82|$553,195|$1.3M|$224,698|

## 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|$120,092|—|$120,092|

| ONEDIGITAL (PHILADELPHIA)|Investment Advisor|$59,592|—|$59,592|

| INDEPENDENCE ADMINISTRATORS (IA)|Other Service Provider|$12,516|—|$12,516|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $192,200

- **Estimated Expense Ratio:** 31.915% 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|$2,351,364|—|—|—|—|

| 2024|$2,165,190|—|—|—|—|

| 2023|$1,204,608|—|—|—|—|

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