Plan Snapshot
- Plan Sponsor: Conewago Holdings, INC.
- Sponsor EIN: 821956321
- Sponsor Address: 660 EDGEGROVE ROAD, HANOVER, PA, 17331
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 246
- Total Assets: $719,126
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 | 246 | $719,126 | $3.6M | $967,163 |
| 2023 | 293 | $666,882 | $2.8M | $1.1M |
| 2022 | 318 | $1.1M | $3.1M | $1.1M |
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 |
|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV | Investment Advisor | $72,571 | — | $72,571 |
| BENEFITMALL | Other Service Provider | $18,630 | — | $18,630 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,201
- Estimated Expense Ratio: 12.682% 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 | $1,159,072 | — | $2,644 | — | — |
| 2023 | $1,190,778 | — | $87,889 | — | — |
| 2022 | $1,050,587 | — | $103,715 | — | — |