# Garber Scale Company Health & Welfare Plan
Source: https://planprovider.pro/companies/garber-scale-company-232251571-501

> Garber Scale Company's Health & Welfare plan: 42 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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