# Elam G. Stoltzfus Jr. INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/elam-g-stoltzfus-jr-inc-232008636-501

> Elam G. Stoltzfus Jr. INC.'s Health & Welfare plan: 82 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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