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Original filing (PDF)20250423094837NAL0009650288001
FOLIUM, INC.
Form 5500
FILING_RECEIVED
FOLIUM, INC. CAFETERIA BENEFITS PLAN
Health & welfare plan
Signals · 2
~1889 bps in Sched C feesNo recordkeeper disclosed
Active participants
304
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 1889 bps in Schedule C fees — 3533% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOLIUM, INC..
Plan sponsor
Name
FOLIUM, INC.
EIN
23-2205138
Address
7564 BROWNS MILL ROAD · CHAMBERSBURG, PA · 172029252
Phone
(717) 375-4834
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-23
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
SMITH ELLIOTT KEARNS & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRICKLER AGENCY, INC. (CHAMBERSBUR | — | CARLISLE, PA | BROKER | $61K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $39K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL BLUE CROSS | 23-0455154 | — | ADMIN | $98K | — |
| DELTA DENTAL OF PENNSYLVANIA | 23-1667011 | — | ADMIN | $23K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $14K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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