# Goods Tree Care, INC. Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/goods-tree-care-inc-251851827-502

> Goods Tree Care, INC.&#39;s Health &amp; Welfare plan: 50 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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