# Hamburg Plow Works, INC. Dba Hamburg Mfg., INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/hamburg-plow-works-inc-dba-hamburg-mfg-inc-231306564-501

> Hamburg Plow Works, INC. Dba Hamburg Mfg., INC.'s Health & Welfare plan: 39 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hamburg Plow Works, INC. Dba Hamburg Mfg., INC.

- **Sponsor EIN:** 231306564

- **Sponsor Address:** P.O. BOX 147, HAMBURG, PA, 195260147

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 39

- **Total Assets:** $119,720

## 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|39|$119,720|$696,643|$73,265|

| 2023|45|$276,226|$849,515|$85,725|

| 2022|54|$145,777|$716,673|$83,480|

## 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|

| PATRIOT (POWER-KUNKLE GROUP, INC.)|Investment Advisor|$16,234|—|$16,234|

| THE BENECON GROUP, LLC|Investment Advisor|$12,290|—|$12,290|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,524

- **Estimated Expense Ratio:** 23.826% 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|$932,561|—|—|—|—|

| 2023|$784,122|—|—|—|—|

| 2022|$740,239|—|—|—|—|

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