# Henise Tire Service, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/henise-tire-service-inc-231517061-501

> Henise Tire Service, INC.'s Health & Welfare plan: 63 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Henise Tire Service, INC.

- **Sponsor EIN:** 231517061

- **Sponsor Address:** 558 EAST PENN AVENUE, CLEONA, PA, 17042

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 63

- **Total Assets:** $217,602

## 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|63|$217,602|$626,516|$184,653|

| 2023|71|$87,431|$654,826|$185,780|

| 2022|77|$37,342|$90,790|$32,908|

## 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|$15,237|—|$15,237|

| YOCUM & COMPANY, INC,|Investment Advisor|$14,962|—|$14,962|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,199

- **Estimated Expense Ratio:** 13.878% 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|$677,959|—|—|—|—|

| 2023|$760,103|—|—|—|—|

| 2022|$148,926|—|—|—|—|

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