# Empire Group Of Reading, PA, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/empire-group-of-reading-pa-inc-232239167-501

> Empire Group Of Reading, PA, INC.'s Health & Welfare plan: 104 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Empire Group Of Reading, PA, INC.

- **Sponsor EIN:** 232239167

- **Sponsor Address:** 1440 CARBON ST, READING, PA, 19601

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 104

- **Total Assets:** $230,738

## 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|104|$230,738|$0|$0|

| 2024|111|$21,445|$1.3M|$394,252|

| 2023|102|$125,833|$1.3M|$28,475|

## 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|$100,625|—|$100,625|

| TOMPKINS INSURANCE|Investment Advisor|$39,210|—|$39,210|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $139,835

- **Estimated Expense Ratio:** 60.603% 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|$1,975,453|—|—|—|—|

| 2024|$1,818,392|—|—|—|—|

| 2023|$1,344,138|—|—|—|—|

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