# A.D. Moyer Lumber, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/a-d-moyer-lumber-inc-231549545-501

> A.D. Moyer Lumber, INC.'s Health & Welfare plan: 64 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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