# Gene Latta Ford Incorporated Health & Welfare Plan
Source: https://planprovider.pro/companies/gene-latta-ford-incorporated-231566689-501

> Gene Latta Ford Incorporated's Health & Welfare plan: 60 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gene Latta Ford Incorporated

- **Sponsor EIN:** 231566689

- **Sponsor Address:** 1565 CARLISLE PIKE, 94 NORTH, HANOVER, PA, 17331

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 60

- **Total Assets:** $103,772

## 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|60|$103,772|$347,525|$276,916|

| 2023|41|$4,935|$266,281|$279,654|

| 2022|42|$18,503|$270,085|$251,486|

## 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|Investment Advisor|$16,616|—|$16,616|

| WEBB INSURANCE, INC.|Investment Advisor|$13,250|—|$13,250|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $29,866

- **Estimated Expense Ratio:** 28.780% 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|$294,480|—|—|—|—|

| 2023|$801,002|—|—|—|—|

| 2022|$534,834|—|—|—|—|

## Similar Plans

- [Fred Beans Ford, INC.](https://planprovider.pro/companies/fred-beans-ford-inc-401k-plan) — 2,351 participants

- [Ciocca Ford Of Quakertown INC](https://planprovider.pro/companies/ciocca-ford-of-quakertown-inc-401k-plan) — 2,137 participants

- [Cochran Motors, INC.](https://planprovider.pro/companies/cochran-motors-inc-401k-plan) — 1,873 participants

- [Faulkner Cadillac, INC.](https://planprovider.pro/companies/faulkner-cadillac-inc-401k-plan) — 1,777 participants

- [Bergey'S Incorporated](https://planprovider.pro/companies/bergey-s-incorporated-401k-plan) — 1,568 participants

- [Piazza Management Company](https://planprovider.pro/companies/piazza-management-company-401k-plan) — 1,203 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/gene-latta-ford-incorporated-231566689-501)

© 2026 PlanProvider.Pro