# David M. Maines Associates, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/david-m-maines-associates-inc-232581270-501

> David M. Maines Associates, INC.'s Health & Welfare plan: 61 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)](https://planprovider.pro/provider/epic-retirement-plan-services) — 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|—|—|—|—|

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