Plan Snapshot
- Plan Sponsor: Harrisburg Dairies, INC.
- Sponsor EIN: 231279629
- Sponsor Address: 2001 HERR ST, HARRISBURG, PA, 171031624
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 55
- Total Assets: $73,917
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 | 55 | $73,917 | $273,946 | $264,940 |
| 2023 | 69 | $293,743 | $569,500 | $254,877 |
| 2022 | 69 | $240,909 | $492,417 | $189,269 |
| 2020 | 65 | $19,035 | $545,997 | $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 |
|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV | Investment Advisor | $23,609 | — | $23,609 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,609
- Estimated Expense Ratio: 31.940% 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 | $776,590 | — | — | — | — |
| 2023 | $829,623 | — | — | — | — |
| 2022 | $404,017 | — | — | — | — |
| 2020 | $540,468 | — | — | — | — |