# Herbert, Rowland & Grubic, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/herbert-rowland-grubic-inc-231609730-502

> Herbert, Rowland & Grubic, INC.'s Health & Welfare plan: 290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Herbert, Rowland & Grubic, INC.

- **Sponsor EIN:** 231609730

- **Sponsor Address:** 369 EAST PARK DRIVE, HARRISBURG, PA, 17111

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 290

- **Total Assets:** $1.1M

## 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|290|$1.1M|$3.4M|$661,064|

| 2023|247|$685,974|$3.0M|$566,799|

| 2022|236|$604,133|$2.2M|$484,887|

## 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|

| HIGHMARK|Other Service Provider|$91,906|—|$91,906|

| MCCONKEY BENEFITS & FINANCIAL SERV|Investment Advisor|$78,287|—|$78,287|

| BENEFITMALL|Other Service Provider|$19,014|—|$19,014|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $189,207

- **Estimated Expense Ratio:** 16.935% 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|$221,312|—|$193,221|$11,440|—|

| 2023|$206,225|—|$194,420|$9,880|—|

| 2022|$182,384|—|—|—|—|

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