# Aberdeen Road Company Health & Welfare Plan
Source: https://planprovider.pro/companies/aberdeen-road-company-233009384-502

> Aberdeen Road Company's Health & Welfare plan: 81 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Aberdeen Road Company

- **Sponsor EIN:** 233009384

- **Sponsor Address:** P.O. BOX 435, EMIGSVILLE, PA, 17318

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 81

- **Total Assets:** $348,907

## 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|81|$348,907|$0|$0|

| 2024|74|$568,723|$1.2M|$334,111|

| 2023|85|$468,254|$1.2M|$347,639|

| 2022|99|$237,853|$1.2M|$271,315|

## 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|

| MCCONKEY BENEFITS & FINANCIAL SERV|Investment Advisor|$27,724|—|$27,724|

| BENEFIT MALL|Other Service Provider|$5,954|—|$5,954|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $33,678

- **Estimated Expense Ratio:** 9.652% 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|$1,602,904|—|—|—|—|

| 2024|$1,358,527|—|—|—|—|

| 2023|$1,396,379|—|—|—|—|

| 2022|$1,410,624|—|—|—|—|

## Similar Plans

- [Ametek, INC.](https://planprovider.pro/companies/ametek-inc-401k-plan-078) — 14,231 participants

- [Teleflex Incorporated](https://planprovider.pro/companies/teleflex-incorporated-401k-plan) — 5,519 participants

- [Dentsply Sirona INC.](https://planprovider.pro/companies/dentsply-sirona-inc-plan-004) — 4,950 participants

- [Enersys Delaware INC.](https://planprovider.pro/companies/enersys-delaware-inc-401k-plan) — 4,488 participants

- [Coherent Corp.](https://planprovider.pro/companies/coherent-corp-401k-plan-001-4948) — 4,242 participants

- [Packaging Coordinators INC.](https://planprovider.pro/companies/packaging-coordinators-inc-401k-plan) — 4,091 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/aberdeen-road-company-233009384-502)

© 2026 PlanProvider.Pro