Plan Snapshot
- Plan Sponsor: Goods Tree Care, INC.
- Sponsor EIN: 251851827
- Sponsor Address: 4401 CHAMBERS HILL ROAD, HARRISBURG, PA, 17111
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 50
- Total Assets: $187,516
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 | 50 | $187,516 | $0 | $0 |
| 2024 | 41 | $65,320 | $352,025 | $117,682 |
| 2023 | 43 | $15,219 | $290,303 | $119,789 |
| 2022 | 56 | $27,082 | -$72,392 | $106,675 |
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 | $32,631 | — | $32,631 |
| CAPITAL BLUECROSS | Other Service Provider | $25,421 | — | $25,421 |
| MCGRIFF INSURANCE SERVICES (FORMERL | Investment Advisor | $13,692 | — | $13,692 |
| REVIVEHEALTH, INC. | Other Service Provider | $6,344 | — | $6,344 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,088
- Estimated Expense Ratio: 41.643% 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 | $334,115 | — | — | — | — |
| 2024 | $382,840 | — | — | — | — |
| 2023 | $463,521 | — | — | — | — |
| 2022 | $24,703 | — | — | — | — |