Plan Snapshot
- Plan Sponsor: F&M Supply, INC
- Sponsor EIN: 208122588
- Sponsor Address: 2295 MOLLY PITCHER HIGHWAY SOUTH, CHAMBERSBURG, PA, 17202
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 25
- Total Assets: $88,920
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 | 25 | $88,920 | $118,712 | $72,560 |
| 2023 | 22 | $72,663 | $108,557 | $70,456 |
| 2022 | 23 | $80,038 | $119,870 | $49,284 |
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 |
|---|---|---|---|---|
| STRICKLER AGENCY, INC. (CHAMBERSBUR | Investment Advisor | $8,490 | — | $8,490 |
| THE BENECON GROUP, LLC | Investment Advisor | $7,137 | — | $7,137 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,627
- Estimated Expense Ratio: 17.574% 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 | $163,885 | — | — | — | — |
| 2023 | $195,961 | — | — | — | — |
| 2022 | $157,494 | — | — | — | — |