# F&M Supply, INC Health & Welfare Plan
Source: https://planprovider.pro/companies/f-m-supply-inc-208122588-501

> F&M Supply, INC's Health & Welfare plan: 25 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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