Plan Snapshot
- Plan Sponsor: A.H. Moyer, INC.
- Sponsor EIN: 232044197
- Sponsor Address: 820 E. LINCOLN AVE., MYERSTOWN, PA, 170672254
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 31
- Total Assets: $67,376
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 | 31 | $67,376 | $0 | $0 |
| 2024 | 31 | $3,972 | $330,195 | $52,630 |
| 2023 | 30 | $22,504 | $198,338 | $44,798 |
| 2022 | 19 | $64,162 | $42,732 | $10,577 |
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, LLC | Investment Advisor | $25,647 | — | $25,647 |
| PCI (PA CHAMBER INSURANCE) | Investment Advisor | $10,207 | — | $10,207 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,854
- Estimated Expense Ratio: 53.215% 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 | $411,832 | — | — | — | — |
| 2024 | $401,099 | — | — | — | — |
| 2023 | $195,451 | — | — | — | — |
| 2022 | $138,283 | — | — | — | — |