Plan Snapshot
- Plan Sponsor: H&K Equipment, INC.
- Sponsor EIN: 251437196
- Sponsor Address: 4200 CASTEEL DRIVE, CORAOPOLIS, PA, 15108
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 186
- 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. |
|---|---|---|---|---|
| 2024 | 186 | $0 | $0 | $0 |
| 2023 | 185 | $600,579 | $1.6M | $761,439 |
| 2022 | 184 | $59,643 | $1.3M | $619,498 |
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 |
|---|---|---|---|---|
| EBMS, INC. | Other Service Provider | $295,335 | — | $295,335 |
| COURY HEALTH SERVICES, LLC | Investment Advisor | $57,400 | — | $57,400 |
| THE BENECON GROUP, LLC | Investment Advisor | $45,297 | — | $45,297 |
| CONNECTCARE 3 | Other Service Provider | $12,307 | — | $12,307 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $410,339
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 | — | — | — | — | — |
| 2023 | $676,444 | — | $224,068 | — | — |
| 2022 | $610,655 | — | $202,516 | — | — |