Plan Snapshot
- Plan Sponsor: Crabtree, Rohrbaugh And Associates, INC
- Sponsor EIN: 232303190
- Sponsor Address: 401 E. WINDING HILL ROAD, MECHANICSBURG, PA, 17055
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 82
- Total Assets: $1.2M
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 | 82 | $1.2M | $0 | $0 |
| 2024 | 58 | $628,447 | $1.3M | $248,199 |
| 2023 | 58 | $313,875 | $1.1M | $225,395 |
| 2022 | 63 | $392,124 | $998,496 | $212,210 |
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 | Investment Advisor | $42,612 | — | $42,612 |
| GUNN-MOWERY | Investment Advisor | $23,804 | — | $23,804 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,416
- Estimated Expense Ratio: 5.753% 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 | $1,133,237 | — | — | — | — |
| 2024 | $1,157,337 | — | — | — | — |
| 2023 | $1,358,363 | — | — | — | — |
| 2022 | $1,278,856 | — | — | — | — |