# K & R Sales, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/k-r-sales-inc-432055577-501

> K & R Sales, INC.'s Health & Welfare plan: 60 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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