Plan Snapshot
- Plan Sponsor: Engle Printing & Publishing Co., INC.
- Sponsor EIN: 231988716
- Sponsor Address: PO BOX 500, MOUNT JOY, PA, 17552
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 93
- Total Assets: $170,342
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 | 93 | $170,342 | $530,872 | $393,076 |
| 2023 | 100 | $129,970 | $710,404 | $430,249 |
| 2022 | 111 | $190,562 | $821,339 | $431,366 |
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 |
|---|---|---|---|---|
| INGROUP ASSOCIATES | Investment Advisor | $20,545 | — | $20,545 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,545
- Estimated Expense Ratio: 12.061% 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 | $268,147 | — | $21,511 | — | — |
| 2023 | $361,086 | — | $22,700 | — | — |
| 2022 | $294,518 | — | $30,803 | — | — |