# College Town, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/college-town-inc-231869779-501

> College Town, INC.'s Health & Welfare plan: 56 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** College Town, INC.

- **Sponsor EIN:** 231869779

- **Sponsor Address:** 17 W BURD STREET, PO BOX 337, SHIPPENSBURG, PA, 17257

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 56

- **Total Assets:** $88,704

## 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|$88,704|$0|$0|

| 2024|58|$8,046|$406,110|$178,039|

## 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|$47,221|—|$47,221|

| STRICKLER AGENCY, INC. (CHAMBERSBUR|Investment Advisor|$20,280|—|$20,280|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $67,501

- **Estimated Expense Ratio:** 76.097% 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|$674,821|—|—|—|—|

| 2024|$631,145|—|—|—|—|

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