Plan Snapshot
- Plan Sponsor: Godfrey Advertising INC.
- Sponsor EIN: 233020393
- Sponsor Address: 40 N. CHRISTIAN ST, LANCASTER, PA, 17602
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 34
- Total Assets: $53,645
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 | 34 | $53,645 | $0 | $0 |
| 2024 | 65 | $32,790 | $278,179 | $227,338 |
| 2023 | 46 | $47,090 | $243,340 | $217,593 |
| 2022 | 52 | $60,658 | $208,550 | $185,703 |
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 | $33,547 | — | $33,547 |
| BROWN & BROWN (PA) | Investment Advisor | $11,465 | — | $11,465 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,012
- Estimated Expense Ratio: 83.907% 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 | $394,297 | — | — | — | — |
| 2024 | $578,120 | — | — | — | — |
| 2023 | $464,389 | — | — | — | — |
| 2022 | $368,590 | — | — | — | — |