Plan Snapshot
- Plan Sponsor: David M. Maines Associates, INC.
- Sponsor EIN: 232581270
- Sponsor Address: 10 EXPANSION DRIVE, LEWISTOWN, PA, 17044
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 61
- Total Assets: $120,837
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 | 61 | $120,837 | $537,643 | $179,926 |
| 2023 | 46 | $22,979 | $498,018 | $22,905 |
| 2022 | 56 | $55,918 | $493,164 | $25,090 |
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, LLC | Investment Advisor | $13,367 | — | $13,367 |
| EPIC INSURANCE BROKERS (CENTRAL PA) | Investment Advisor | $10,500 | — | $10,500 |
| GUNN-MOWERY, LLC | Investment Advisor | $5,740 | — | $5,740 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC INSURANCE BROKERS (CENTRAL PA) — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,607
- Estimated Expense Ratio: 24.502% 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 | $633,806 | — | — | — | — |
| 2023 | $631,536 | — | — | — | — |
| 2022 | $702,178 | — | — | — | — |