# Craig Scott INC. Dba Scott Honda Of West Chester Health & Welfare Plan
Source: https://planprovider.pro/companies/craig-scott-inc-dba-scott-honda-of-west-chester-232297240-501

> Craig Scott INC. Dba Scott Honda Of West Chester's Health & Welfare plan: 109 participants, plan year 2025 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Craig Scott INC. Dba Scott Honda Of West Chester

- **Sponsor EIN:** 232297240

- **Sponsor Address:** 706 AUTOPARK BLVD, WEST CHESTER, PA, 193824975

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 109

- **Total Assets:** $334,372

## 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|109|$334,372|$0|$0|

| 2024|105|$28,366|$606,077|$716,000|

| 2023|97|$42,375|$666,914|$559,525|

| 2022|81|$42,362|$808,953|$0|

## 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|$72,529|—|$72,529|

| ENGLE-HAMBRIGHT & DAVIES, INC.|Investment Advisor|$15,192|—|$15,192|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $87,721

- **Estimated Expense Ratio:** 26.235% 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|$1,468,295|—|—|—|—|

| 2024|$1,291,699|—|—|—|—|

| 2023|$1,184,923|—|—|—|—|

| 2022|$966,388|—|—|—|—|

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