# Crabtree, Rohrbaugh And Associates, INC Health & Welfare Plan
Source: https://planprovider.pro/companies/crabtree-rohrbaugh-and-associates-inc-232303190-502

> Crabtree, Rohrbaugh And Associates, INC's Health & Welfare plan: 82 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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