Plan Snapshot
- Plan Sponsor: Gdd Pharmacy Services, INC.
- Sponsor EIN: 251861004
- Sponsor Address: 1300 BENT CREEK BLVD, MECHANICSBURG, PA, 17050
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 28
- Total Assets: $18,962
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 | 28 | $18,962 | $0 | $0 |
| 2024 | 21 | $7,476 | $254,236 | $46,454 |
| 2023 | 18 | $6,423 | $181,979 | $46,050 |
| 2022 | 29 | $5,751 | $187,960 | $43,750 |
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 | $22,511 | — | $22,511 |
| CAPITAL BLUECROSS | Other Service Provider | $12,876 | — | $12,876 |
| E. K. MCCONKEY & CO., INC. | Investment Advisor | $8,190 | — | $8,190 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,577
- Estimated Expense Ratio: 229.812% 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 | $417,504 | — | — | — | — |
| 2024 | $343,982 | — | — | — | — |
| 2023 | $215,816 | — | — | — | — |
| 2022 | $250,476 | — | — | — | — |