# H&amp;K Equipment, INC. Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/h-k-equipment-inc-251437196-501

> H&amp;K Equipment, INC.&#39;s Health &amp; Welfare plan: 186 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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