Plan Snapshot
- Plan Sponsor: Fisher & Thompson INC.
- Sponsor EIN: 232399875
- Sponsor Address: 100 NEWPORT ROAD, LEOLA, PA, 17540
- Plan Type: Health & Welfare
- Plan Number: 520
- Total Participants: 108
- Total Assets: $272,311
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 | 108 | $272,311 | $1.6M | $228,839 |
| 2023 | 114 | $145,467 | $1.3M | $191,303 |
| 2022 | 148 | $33,148 | $925,039 | $177,663 |
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 |
|---|---|---|---|---|
| ENGLE, HAMBRIGHT & DAVIES, INC. | Investment Advisor | $47,925 | — | $47,925 |
| THE BENECON GROUP, LLC | Investment Advisor | $41,074 | — | $41,074 |
| HIGHMARK BLUE SHIELD (CENTRAL) | Other Service Provider | $11,113 | — | $11,113 |
| CONNECTCARE3 | Other Service Provider | $7,719 | — | $7,719 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,831
- Estimated Expense Ratio: 39.598% 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 | $1,711,773 | — | — | — | — |
| 2023 | $1,357,944 | — | — | — | — |
| 2022 | $1,134,491 | — | — | — | — |