Plan Snapshot
- Plan Sponsor: Burkholders Heating And Air Conditioning, INC.
- Sponsor EIN: 231676347
- Sponsor Address: 383 MINOR STREET, EMMAUS, PA, 18049
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 47
- Total Assets: $18,257
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 | 47 | $18,257 | $0 | $0 |
| 2024 | 57 | $50,137 | $42,636 | $9,303 |
| 2023 | 54 | $32,607 | $6,504 | $617,035 |
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 | $40,787 | — | $40,787 |
| BSI CORPORATE BENEFITS, LLC | Investment Advisor | $33,167 | — | $33,167 |
| HY HOLDINGS INC | Other Service Provider | $5,771 | — | $5,771 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,725
- Estimated Expense Ratio: 436.682% 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 | $654,455 | — | — | — | — |
| 2024 | $92,021 | — | — | — | — |
| 2023 | $632,599 | — | — | — | — |