Plan Snapshot
- Plan Sponsor: A.P. Williams, INC.
- Sponsor EIN: 251728673
- Sponsor Address: 2325 PAXTON CHURCH RD, HARRISBURG, PA, 17110
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 60
- Total Assets: $72,247
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 | 60 | $72,247 | $0 | $0 |
| 2024 | 63 | $131,169 | $697,040 | $213,376 |
| 2023 | 50 | $16,134 | $562,014 | $187,833 |
| 2022 | 51 | $0 | $456,574 | $143,756 |
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 | $59,818 | — | $59,818 |
| MPB RISK SERVICES, LLC | Investment Advisor | $22,968 | — | $22,968 |
| REVIVEHEALTH, INC. | Other Service Provider | $8,294 | — | $8,294 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,080
- Estimated Expense Ratio: 126.068% 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 | $1,149,856 | — | — | — | — |
| 2024 | $810,290 | — | — | — | — |
| 2023 | $616,537 | — | — | — | — |
| 2022 | $622,058 | — | — | — | — |