Plan Snapshot
- Plan Sponsor: Country Cupboard Inn
- Sponsor EIN: 231886253
- Sponsor Address: 115 FARLEY CIRCLE, LEWISBURG, PA, 17837
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 31
- Total Assets: $51,762
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 | 31 | $51,762 | $0 | $0 |
| 2022 | 28 | $28,527 | $217,290 | $93,491 |
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, LLC | Investment Advisor | $26,836 | — | $26,836 |
| BROWN & BROWN (PA) | Investment Advisor | $11,220 | — | $11,220 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,056
- Estimated Expense Ratio: 73.521% 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 | $369,652 | — | — | — | — |
| 2022 | $240,767 | — | — | — | — |