# Hellers Home & Hardware, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/hellers-home-hardware-inc-251659394-501

> Hellers Home & Hardware, INC.'s Health & Welfare plan: 21 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Hellers Home & Hardware, INC.

- **Sponsor EIN:** 251659394

- **Sponsor Address:** 42 RED HILL COURT, NEWPORT, PA, 17074

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 21

- **Total Assets:** $138,466

## 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.|

| 2025|21|$138,466|$0|$0|

| 2024|39|$94,921|$18,332|$3,234|

| 2023|39|$93,795|$227,698|$40,339|

## 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|

| THE BENECON GROUP|Investment Advisor|$21,610|—|$21,610|

| PCI (PA CHAMBER INSURANCE)|Investment Advisor|$7,887|—|$7,887|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,497

- **Estimated Expense Ratio:** 21.303% 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|

| 2025|$229,817|—|—|—|—|

| 2024|$22,610|—|—|—|—|

| 2023|$184,571|—|—|—|—|

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