# Gunn-Mowery LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/gunn-mowery-llc-810587373-502

> Gunn-Mowery LLC's Health & Welfare plan: 37 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Gunn-Mowery LLC

- **Sponsor EIN:** 810587373

- **Sponsor Address:** 650 N. 12TH STREET, LEMOYNE, PA, 17043

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 37

- **Total Assets:** $0

## 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|37|$0|$0|$0|

| 2024|39|$438,290|$746,346|$134,176|

| 2023|33|$134,136|$548,718|$124,728|

| 2022|46|$150,926|$567,547|$86,635|

## 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|

| GUNN-MOWERY LLC|Investment Advisor|$6,384|—|$6,384|

| THE BENECON GROUP, LLC|Investment Advisor|$5,878|—|$5,878|

| ZIZZL|Other Service Provider|$5,781|—|$5,781|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,043

### 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|$780,330|—|—|—|—|

| 2024|$578,165|—|—|—|—|

| 2023|$721,929|—|—|—|—|

| 2022|$783,586|—|—|—|—|

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