Plan Snapshot
- Plan Sponsor: Elam G. Stoltzfus Jr. INC.
- Sponsor EIN: 232008636
- Sponsor Address: 474 MT SIDNEY RD, LANCASTER, PA, 17602
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 82
- Total Assets: $48,965
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 | 82 | $48,965 | $960,311 | $244,078 |
| 2023 | 76 | $62,588 | $777,834 | $189,086 |
| 2022 | 79 | $8,390 | $475,189 | $131,265 |
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 |
|---|---|---|---|---|
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $28,677 | — | $28,677 |
| THE BENECON GROUP | Investment Advisor | $21,135 | — | $21,135 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,812
- Estimated Expense Ratio: 101.730% 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 | $1,216,395 | — | — | — | — |
| 2023 | $825,426 | — | — | — | — |
| 2022 | $821,357 | — | — | — | — |