Plan Snapshot
- Plan Sponsor: Blockhouse Company, INC.
- Sponsor EIN: 232105251
- Sponsor Address: 3285 FARMTRAIL ROAD, YORK, PA, 17406
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 37
- Total Assets: $219,029
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 | 37 | $219,029 | $0 | $0 |
| 2024 | 50 | $248,952 | $678,538 | $173,679 |
| 2023 | 43 | $318,538 | $477,209 | $147,386 |
| 2022 | 41 | $406,080 | $401,812 | $167,845 |
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 | $55,284 | — | $55,284 |
| TOMPKINS INSURANCE AGENCIES, INC. | Investment Advisor | $14,067 | — | $14,067 |
| REVIVEHEALTH, INC. | Other Service Provider | $6,760 | — | $6,760 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,111
- Estimated Expense Ratio: 34.749% 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 | $859,236 | — | — | — | — |
| 2024 | $961,070 | — | — | — | — |
| 2023 | $723,429 | — | — | — | — |
| 2022 | $413,143 | — | — | — | — |