Plan Snapshot
- Plan Sponsor: A.D. Moyer Lumber, INC.
- Sponsor EIN: 231549545
- Sponsor Address: 1200 EAST PHILADELPHIA AVENUE, GILBERTSVILLE, PA, 19525
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 64
- Total Assets: $80,421
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 | 64 | $80,421 | $0 | $0 |
| 2024 | 79 | $34,408 | $967,445 | $345,340 |
| 2023 | 65 | $114,909 | $63,791 | $21,166 |
| 2022 | 111 | $48,535 | $744,161 | $291,052 |
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 |
|---|---|---|---|---|
| TOMPKINS INSURANCE | Investment Advisor | $28,152 | — | $28,152 |
| THE BENECON GROUP | Investment Advisor | $20,811 | — | $20,811 |
| REVIVEHEALTH, INC. | Other Service Provider | $10,192 | — | $10,192 |
| INDEPENDENCE ADMINISTRATORS (IA) | Other Service Provider | $9,669 | — | $9,669 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,824
- Estimated Expense Ratio: 85.580% 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 | $1,370,598 | — | — | — | — |
| 2024 | $1,354,113 | — | — | — | — |
| 2023 | $101,380 | — | — | — | — |
| 2022 | $1,242,821 | — | — | — | — |