# Harrisburg Dairies, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/harrisburg-dairies-inc-231279629-502

> Harrisburg Dairies, INC.'s Health & Welfare plan: 55 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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