Plan Snapshot
- Plan Sponsor: Flinchbaugh Engineering, INC.
- Sponsor EIN: 231944855
- Sponsor Address: 4387 RUN WAY, YORK, PA, 174068005
- Plan Type: Health & Welfare
- Plan Number: 507
- Total Participants: 187
- Total Assets: $224,913
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 | 187 | $224,913 | $1.4M | $368,015 |
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 |
|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERVI | Investment Advisor | $55,968 | — | $55,968 |
| HIGHMARK | Other Service Provider | $29,506 | — | $29,506 |
| BENEFITMALL TPA | Other Service Provider | $10,698 | — | $10,698 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,172
- Estimated Expense Ratio: 42.760% 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 | $413,032 | — | $99,326 | — | — |