Plan Snapshot
- Plan Sponsor: Gabler Trucking, INC.
- Sponsor EIN: 251621845
- Sponsor Address: 5195 TECHNOLOGY DRIVE, CHAMBERSBURG, PA, 17201
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 20
- Total Assets: $26,114
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 | 20 | $26,114 | $337,903 | $59,869 |
| 2023 | 18 | $69,130 | $251,813 | $53,057 |
| 2022 | 18 | $36,055 | $252,344 | $19,877 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $20,352 | — | $20,352 |
| MCCONKEY BENEFITS & FINANCIAL SVS | Investment Advisor | $5,775 | — | $5,775 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,127
- Estimated Expense Ratio: 100.050% 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 | $386,443 | — | — | — | — |
| 2023 | $330,035 | — | — | — | — |
| 2022 | $207,799 | — | — | — | — |