# Ashland Foundry And Machine Works, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/ashland-foundry-and-machine-works-llc-815042835-502

> Ashland Foundry And Machine Works, LLC's Health & Welfare plan: 160 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ashland Foundry And Machine Works, LLC

- **Sponsor EIN:** 815042835

- **Sponsor Address:** 500 EAST CENTRE ST., ASHLAND, PA, 17921

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 160

- **Total Assets:** $808,963

## 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.|

| 2024|160|$808,963|$2.1M|$573,373|

| 2023|132|$446,503|$1.9M|$457,149|

| 2022|117|$132,578|$1.7M|$444,892|

## 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|

| BSI CORPORATE BENEFITS, LLC|Investment Advisor|$109,656|—|$109,656|

| THE BENECON GROUP, LLC|Investment Advisor|$30,706|—|$30,706|

| CONNECTCARE 3|Other Service Provider|$10,492|—|$10,492|

| INNOVU|Investment Advisor|$7,935|—|$7,935|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BSI CORPORATE BENEFITS, LLC](https://planprovider.pro/provider/employee-fiduciary) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $158,789

- **Estimated Expense Ratio:** 19.629% 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|

| 2024|$121,475|—|—|—|—|

| 2023|$163,688|—|—|—|—|

| 2022|$160,574|—|—|—|$160,574|

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