Plan Snapshot
- Plan Sponsor: K & R Sales, INC.
- Sponsor EIN: 432055577
- Sponsor Address: 850 HELEN DRIVE, LEBANON, PA, 17042
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 60
- Total Assets: $98,010
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 | 60 | $98,010 | $0 | $0 |
| 2024 | 98 | $0 | $902,145 | $282,234 |
| 2023 | 81 | $71,339 | $782,100 | $281,752 |
| 2022 | 96 | $31,479 | $647,732 | $171,091 |
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 | $55,298 | — | $55,298 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $21,810 | — | $21,810 |
| REVIVEHEALTH, INC | Other Service Provider | $15,288 | — | $15,288 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,396
- Estimated Expense Ratio: 94.272% 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 | $861,434 | — | — | — | — |
| 2024 | $1,265,568 | — | — | — | — |
| 2023 | $1,047,304 | — | — | — | — |
| 2022 | $878,411 | — | — | — | — |