# H. E. Rohrer, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/h-e-rohrer-llc-231875250-501

> H. E. Rohrer, LLC's Health & Welfare plan: 80 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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