Plan Snapshot
- Plan Sponsor: Engle-Hambright & Davies, INC.
- Sponsor EIN: 230558310
- Sponsor Address: 1857 WILLIAM PENN WAY PO BOX 11600, LANCASTER, PA, 17605
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 112
- Total Assets: $155,240
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 | 112 | $155,240 | $0 | $0 |
| 2024 | 118 | $200,550 | $1.4M | $276,378 |
| 2023 | 119 | $560,379 | $1.6M | $310,094 |
| 2022 | 108 | $524,781 | $1.5M | $306,006 |
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 | Investment Advisor | $112,541 | — | $112,541 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $112,541
- Estimated Expense Ratio: 72.495% 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 | $1,891,279 | — | — | — | — |
| 2024 | $2,124,778 | — | — | — | — |
| 2023 | $1,887,487 | — | — | — | — |
| 2022 | $1,540,304 | — | — | — | — |