Plan Snapshot
- Plan Sponsor: C. H. Reed, INC.
- Sponsor EIN: 231644989
- Sponsor Address: 301 POPLAR ST, HANOVER, PA, 17331
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 56
- Total Assets: $168,595
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 | 56 | $168,595 | $0 | $0 |
| 2024 | 53 | $5,222 | $640,114 | $185,138 |
| 2023 | 58 | $222,469 | $852,888 | $24,683 |
| 2022 | 61 | $177,584 | $667,671 | $200,609 |
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 | $52,565 | — | $52,565 |
| WEBB INSURANCE, INC | Investment Advisor | $16,000 | — | $16,000 |
| HIGHMARK BLUE SHIELD (CENTRAL) | Other Service Provider | $9,160 | — | $9,160 |
| REVIVEHEALTH, INC. | Other Service Provider | $8,320 | — | $8,320 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,045
- Estimated Expense Ratio: 51.037% 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 | $615,921 | — | — | — | — |
| 2024 | $1,109,650 | — | — | — | — |
| 2023 | $836,264 | — | — | — | — |
| 2022 | $865,136 | — | — | — | — |