# Charles F. Snyder Funeral Home &amp; Crematory, INC. Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/charles-f-snyder-funeral-home-crematory-inc-232084764-501

> Charles F. Snyder Funeral Home &amp; Crematory, INC.&#39;s Health &amp; Welfare plan: 30 participants, plan year 2025 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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