Plan Snapshot
- Plan Sponsor: H. E. Rohrer, LLC
- Sponsor EIN: 231875250
- Sponsor Address: P.O. BOX 100, DUNCANNON, PA, 170200100
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 80
- Total Assets: $533,748
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. |
|---|---|---|---|---|
| 2024 | 80 | $533,748 | $1.4M | $225,951 |
| 2023 | 89 | $937,089 | $1.2M | $180,286 |
| 2022 | 81 | $1.1M | $1.3M | $179,562 |
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 | $29,736 | — | $29,736 |
| THE BENECON GROUP, LLC | Investment Advisor | $18,350 | — | $18,350 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,086
- Estimated Expense Ratio: 9.009% 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 |
|---|---|---|---|---|---|
| 2024 | $2,129,454 | — | — | — | — |
| 2023 | $1,642,236 | — | — | — | — |
| 2022 | $1,123,229 | — | — | — | — |