Plan Snapshot
- Plan Sponsor: Andrew S. Mccreath & Son, INC.
- Sponsor EIN: 231519989
- Sponsor Address: 1649 BOBALI DRIVE, HARRISBURG, PA, 17104
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 32
- Total Assets: $64,791
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 | 32 | $64,791 | $0 | $0 |
| 2024 | 38 | $131,332 | $803,951 | $0 |
| 2023 | 36 | $131,459 | $564,900 | $0 |
| 2022 | 37 | $39,813 | $504,193 | $0 |
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 | $47,419 | — | $47,419 |
| CAPITAL BLUE CROSS | Other Service Provider | $16,450 | — | $16,450 |
| PCI (PA CHAMBER INSURANCE) | Investment Advisor | $12,046 | — | $12,046 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,915
- Estimated Expense Ratio: 117.169% 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 | $773,629 | — | — | — | — |
| 2024 | $828,969 | — | — | — | — |
| 2023 | $457,470 | — | — | — | — |
| 2022 | $540,776 | — | — | — | — |