# E. R. Stuebner, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/e-r-stuebner-inc-231462430-502

> E. R. Stuebner, INC.'s Health & Welfare plan: 35 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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