Plan Snapshot
- Plan Sponsor: F.M. Browns Sons, INC.
- Sponsor EIN: 231308422
- Sponsor Address: 205 WOODROW AVENUE, SINKING SPRINGS, PA, 19608
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 94
- Total Assets: $194,461
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 | 94 | $194,461 | $1.5M | $420,033 |
| 2023 | 116 | $448,655 | $1.8M | $433,267 |
| 2022 | 112 | $178,560 | $1.8M | $433,449 |
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 |
|---|---|---|---|---|
| PATRIOT (POWER-KUNKLE GROUP, INC.) | Investment Advisor | $44,751 | — | $44,751 |
| THE BENECON GROUP, LLC | Investment Advisor | $21,070 | — | $21,070 |
| CONNECTCARE3 | Other Service Provider | $7,319 | — | $7,319 |
| CAPITAL BLUECROSS | Other Service Provider | $5,904 | — | $5,904 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,044
- Estimated Expense Ratio: 40.648% 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 | $607,689 | $28,389 | $50,653 | — | — |
| 2023 | $567,679 | $28,274 | $57,835 | — | — |
| 2022 | $556,104 | $30,088 | $60,901 | — | — |