Plan Snapshot
- Plan Sponsor: G. Robert Bilger, INC.
- Sponsor EIN: 232353630
- Sponsor Address: 121 S CENTRE AVE, LEESPORT, PA, 19533
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 154
- Total Assets: $0
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 | 154 | $0 | $0 | $0 |
| 2023 | 124 | $45,907 | $81,850 | $21,475 |
| 2022 | 132 | $57,432 | $1.0M | $242,721 |
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. (EHD | Investment Advisor | $61,970 | — | $61,970 |
| THE BENECON GROUP | Investment Advisor | $29,778 | — | $29,778 |
| CONNECTCARE3 | Other Service Provider | $10,324 | — | $10,324 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,072
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 | — | — | — | — | — |
| 2023 | $6,721 | — | — | — | — |
| 2022 | $83,253 | — | — | — | $83,253 |