# Alan Kunsman Roofing And Siding, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/alan-kunsman-roofing-and-siding-inc-232041093-501

> Alan Kunsman Roofing And Siding, INC.'s Health & Welfare plan: 58 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Alan Kunsman Roofing And Siding, INC.

- **Sponsor EIN:** 232041093

- **Sponsor Address:** 203 WASHINGTON STREET, FREEMANSBURG, PA, 18017

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 58

- **Total Assets:** $13,860

## 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|58|$13,860|$0|$0|

| 2024|58|$27,507|$562,271|$99,115|

| 2023|53|$39,104|$475,240|$96,443|

| 2022|52|$76,815|$375,473|$73,977|

## 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|$53,989|—|$53,989|

| EMPLOYEE BENEFITS CONSULTANTS|Investment Advisor|$20,610|—|$20,610|

| REVIVEHEALTH, INC.|Other Service Provider|$8,931|—|$8,931|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $83,530

- **Estimated Expense Ratio:** 602.670% 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|$1,126,752|—|—|—|—|

| 2024|$780,996|—|—|—|—|

| 2023|$492,801|—|—|—|—|

| 2022|$553,636|—|—|—|—|

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