Plan Snapshot
- Plan Sponsor: H & H General Excavating Company
- Sponsor EIN: 231729746
- Sponsor Address: 660 OLD HANOVER ROAD, SPRING GROVE, PA, 17362
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 77
- Total Assets: $61,277
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 | 77 | $61,277 | $699,413 | $68,244 |
| 2023 | 125 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| ENGLE-HAMBRIGHT & DAVIES, INC. (EHD | Investment Advisor | $35,549 | — | $35,549 |
| THE BENECON GROUP | Investment Advisor | $26,138 | — | $26,138 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,687
- Estimated Expense Ratio: 100.669% 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 | $780,744 | — | — | — | — |
| 2023 | — | — | — | — | — |