Plan Snapshot
- Plan Sponsor: Inch And Company Holdings, LLC
- Sponsor EIN: 842174043
- Sponsor Address: 2950 LEWISBERRY ROAD, YORK, PA, 17404
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 65
- Total Assets: $45,171
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 | 65 | $45,171 | $0 | $0 |
| 2024 | 74 | $45,675 | $287,679 | $300,395 |
| 2023 | 84 | $70,292 | $478,292 | $297,904 |
| 2022 | 101 | $545,468 | $162,539 | $639,738 |
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 |
|---|---|---|---|---|
| GUNN-MOWERY | Investment Advisor | $25,442 | — | $25,442 |
| THE BENECON GROUP LLC | Investment Advisor | $22,406 | — | $22,406 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,848
- Estimated Expense Ratio: 105.926% 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 | $776,308 | — | — | — | — |
| 2024 | $640,773 | — | — | — | — |
| 2023 | $603,392 | — | — | — | — |
| 2022 | $978,986 | — | — | — | — |