Plan Snapshot
- Plan Sponsor: Country Cupboard Inn
- Sponsor EIN: 232361693
- Sponsor Address: 115 FARLEY CIRCLE, LEWISBURG, PA, 17837
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 27
- Total Assets: $23
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 | 27 | $23 | $232,911 | $115,823 |
| 2023 | 30 | $53,001 | $316,924 | $109 |
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 |
|---|---|---|---|---|
| GEISINGER HEALTH PLAN | Other Service Provider | $13,208 | — | $13,208 |
| BROWN & BROWN (PA) | Investment Advisor | $10,950 | — | $10,950 |
| THE BENECON GROUP, LLC | Investment Advisor | $9,789 | — | $9,789 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,947
- Estimated Expense Ratio: 147595.652% 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 | $436,258 | — | — | — | — |
| 2023 | $291,489 | — | — | — | — |