# Community First Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/community-first-fund-232689714-501

> Community First Fund's Health & Welfare plan: 62 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Community First Fund

- **Sponsor EIN:** 232689714

- **Sponsor Address:** 51 SOUTH DUKE STREET, LANCASTER, PA, 17602

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 62

- **Total Assets:** $275,176

## 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.|

| 2024|62|$275,176|$1.3M|$169,557|

| 2023|64|$129,082|$1.1M|$155,525|

## 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|

| E. K. MCCONKEY & CO., INC.|Investment Advisor|$23,670|—|$23,670|

| THE BENECON GROUP|Investment Advisor|$22,776|—|$22,776|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,446

- **Estimated Expense Ratio:** 16.879% 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|

| 2024|$1,459,846|—|—|—|—|

| 2023|$1,214,478|—|—|—|—|

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