Plan Snapshot
- Plan Sponsor: Garber Scale Company
- Sponsor EIN: 232251571
- Sponsor Address: 520 EAST OREGON ROAD, LITITZ, PA, 17543
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 42
- Total Assets: $225,571
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. |
|---|---|---|---|---|
| 2025 | 42 | $225,571 | $0 | $0 |
| 2024 | 43 | $27,820 | $458,508 | $121,987 |
| 2023 | 36 | $6,906 | $271,339 | $96,873 |
| 2022 | 29 | $14,272 | $202,544 | $89,610 |
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 | $39,181 | — | $39,181 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $17,061 | — | $17,061 |
| REVIVEHEALTH, INC. | Other Service Provider | $10,857 | — | $10,857 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,099
- Estimated Expense Ratio: 29.746% 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 |
|---|---|---|---|---|---|
| 2025 | $540,297 | — | — | — | — |
| 2024 | $568,348 | — | — | — | — |
| 2023 | $400,417 | — | — | — | — |
| 2022 | $301,453 | — | — | — | — |