# Country Cupboard Inn Health & Welfare Plan
Source: https://planprovider.pro/companies/country-cupboard-inn-231886253-501

> Country Cupboard Inn's Health & Welfare plan: 31 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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