# Eagle Metals, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/eagle-metals-inc-232592926-520

> Eagle Metals, INC.'s Health & Welfare plan: 77 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Eagle Metals, INC.

- **Sponsor EIN:** 232592926

- **Sponsor Address:** 1243 OLD BERNVILLE RD., LEESPORT, PA, 19533

- **Plan Type:** Health & Welfare

- **Plan Number:** 520

- **Total Participants:** 77

- **Total Assets:** $118,467

## 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.|

| 2025|77|$118,467|$0|$0|

| 2024|65|$93,720|$300,196|$222,825|

| 2023|71|$51,292|$252,006|$212,779|

| 2022|62|$19,364|$9,562|$23,026|

## 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|$43,734|—|$43,734|

| TOMPKINS INSURANCE|Investment Advisor|$20,580|—|$20,580|

| REVIVEHEALTH, INC.|Other Service Provider|$8,957|—|$8,957|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $73,271

- **Estimated Expense Ratio:** 61.849% 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|

| 2025|$565,028|—|—|—|—|

| 2024|$484,254|—|—|—|—|

| 2023|$431,277|—|—|—|—|

| 2022|$31,391|—|—|—|—|

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