Plan Snapshot
- Plan Sponsor: E. R. Stuebner, INC.
- Sponsor EIN: 231462430
- Sponsor Address: 227 BLAIR AVE, READING, PA, 19602
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 35
- Total Assets: $12,794
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 | 35 | $12,794 | $448,814 | $9,848 |
| 2023 | 31 | $4,005 | $309,604 | $107,308 |
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. (EHD | Investment Advisor | $11,247 | — | $11,247 |
| THE BENECON GROUP, LLC | Investment Advisor | $10,510 | — | $10,510 |
| CAPITAL BLUECROSS | Other Service Provider | $9,460 | — | $9,460 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,217
- Estimated Expense Ratio: 243.997% 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 | $512,884 | — | — | — | — |
| 2023 | $485,379 | — | — | — | — |