Plan Snapshot
- Plan Sponsor: Gift & Associates, LLC
- Sponsor EIN: 260006710
- Sponsor Address: 1205 MANOR DRIVE, MECHANICSBURG, PA, 17055
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 33
- Total Assets: $31,371
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 | 33 | $31,371 | $0 | $0 |
| 2024 | 35 | $22,036 | $27,188 | $9,290 |
| 2023 | 34 | $17,339 | $302,011 | $111,489 |
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 | $37,002 | — | $37,002 |
| GUNN MOWERY | Investment Advisor | $14,385 | — | $14,385 |
| REVIVEHEALTH, INC. | Other Service Provider | $5,369 | — | $5,369 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,756
- Estimated Expense Ratio: 180.919% 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 | $514,505 | — | — | — | — |
| 2024 | $46,146 | — | — | — | — |
| 2023 | $446,764 | — | — | — | — |