Plan Snapshot
- Plan Sponsor: H & H Castings, INC.
- Sponsor EIN: 232181330
- Sponsor Address: 4300 LINCOLN HIGHWAY, YORK, PA, 17406
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 58
- Total Assets: $179,352
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 | 58 | $179,352 | $583,450 | $197,275 |
| 2023 | 65 | $79,552 | $508,666 | $167,601 |
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 | Investment Advisor | $20,934 | — | $20,934 |
| E. K. MCCONKEY & CO., INC. | Investment Advisor | $19,470 | — | $19,470 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,404
- Estimated Expense Ratio: 22.528% 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 | $701,675 | — | — | — | — |
| 2023 | $650,203 | — | — | — | — |