Plan Snapshot
- Plan Sponsor: D F Stauffer Biscuit Co INC
- Sponsor EIN: 231341694
- Sponsor Address: 360 BELMONT STREET, YORK, PA, 17403
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 433
- Total Assets: $1.9M
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 | 433 | $1.9M | $5.9M | $1.5M |
| 2023 | 422 | $1.3M | $6.3M | $1.7M |
| 2022 | 574 | $555,084 | $5.2M | $1.4M |
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 |
|---|---|---|---|---|
| ENGLE HAMBRIGHT & DAVIES, INC. | Investment Advisor | $77,196 | — | $77,196 |
| THE BENECON GROUP, LLC | Investment Advisor | $64,897 | — | $64,897 |
| CONNECTCARE 3 | Other Service Provider | $22,577 | — | $22,577 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $164,670
- Estimated Expense Ratio: 8.864% 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 | $65,825 | — | — | — | — |
| 2023 | $145,481 | — | — | — | — |
| 2022 | $146,621 | — | — | — | $146,621 |