# A.P. Williams, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/a-p-williams-inc-251728673-501

> A.P. Williams, INC.'s Health & Welfare plan: 60 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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