# Fisher & Thompson INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/fisher-thompson-inc-232399875-520

> Fisher & Thompson INC.'s Health & Welfare plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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