# Engle-Hambright & Davies, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/engle-hambright-davies-inc-230558310-502

> Engle-Hambright & Davies, INC.'s Health & Welfare plan: 112 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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