Plan Snapshot
- Plan Sponsor: J F Rohrbaugh Co., INC
- Sponsor EIN: 231028530
- Sponsor Address: 105 BERLIN JUNCTION, NEW OXFORD, PA, 17350
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 59
- Total Assets: $46,089
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 | 59 | $46,089 | $0 | $0 |
| 2024 | 53 | $15,953 | $339,710 | $272,639 |
| 2023 | 56 | $166,145 | $317,494 | $249,148 |
| 2022 | 77 | $23,033 | $235,066 | $215,994 |
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, LLC | Investment Advisor | $33,425 | — | $33,425 |
| WEBB INSURANCE, INC. | Investment Advisor | $13,675 | — | $13,675 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,100
- Estimated Expense Ratio: 102.194% 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 | $566,472 | — | — | — | — |
| 2024 | $761,604 | — | — | — | — |
| 2023 | $433,703 | — | — | — | — |
| 2022 | $366,811 | — | — | — | — |