Plan Snapshot
- Plan Sponsor: Charles F. Snyder Funeral Home & Crematory, INC.
- Sponsor EIN: 232084764
- Sponsor Address: 414 EAST KING STREET, LANCASTER, PA, 17602
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 30
- Total Assets: $21,048
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 | 30 | $21,048 | $0 | $0 |
| 2024 | 37 | $1,133 | $381,823 | $55,621 |
| 2023 | 37 | $13,834 | -$25,927 | $58,701 |
| 2022 | 36 | $31,612 | $318,035 | $71,886 |
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 | $28,466 | — | $28,466 |
| E. K. MCCONKEY & CO., INC. | Investment Advisor | $11,871 | — | $11,871 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,337
- Estimated Expense Ratio: 191.643% 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 | $252,605 | — | — | — | — |
| 2024 | $408,334 | — | — | — | — |
| 2023 | $186,149 | — | — | — | — |
| 2022 | $511,207 | — | — | — | — |