# Industrial Service & Installation, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/industrial-service-installation-inc-232510674-501

> Industrial Service & Installation, INC.'s Health & Welfare plan: 88 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Industrial Service & Installation, INC.

- **Sponsor EIN:** 232510674

- **Sponsor Address:** 290 EMIG RD, EMIGSVILLE, PA, 17318

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 88

- **Total Assets:** $27,185

## 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|88|$27,185|$0|$0|

| 2024|70|$24,345|$1.1M|$224,154|

## 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|$103,907|—|$103,907|

| MCGRIFF INSURANCE SERVICES|Investment Advisor|$33,250|—|$33,250|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $137,157

- **Estimated Expense Ratio:** 504.532% 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|$1,587,423|—|—|—|—|

| 2024|$1,503,320|—|—|—|—|

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