Plan Snapshot
- Plan Sponsor: Beiler Hydraulics, INC.
- Sponsor EIN: 232939649
- Sponsor Address: 322 E. MAIN ST., LEOLA, PA, 17540
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 52
- Total Assets: $201,049
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 | 52 | $201,049 | $810,105 | $217,410 |
| 2023 | 42 | $358,194 | $741,802 | $204,471 |
| 2022 | 60 | $382,461 | $898,295 | $145 |
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 | $25,986 | — | $25,986 |
| ENDERS INSURANCE ASSOCIATES | Investment Advisor | $16,835 | — | $16,835 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,821
- Estimated Expense Ratio: 21.299% 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 | $1,284,404 | — | — | — | — |
| 2023 | $907,912 | — | — | — | — |
| 2022 | $703,720 | — | — | — | — |