Plan Snapshot
- Plan Sponsor: Kegels Produce, INC.
- Sponsor EIN: 231535883
- Sponsor Address: 2851 OLD TREE DRIVE, LANCASTER, PA, 176037301
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 59
- Total Assets: $54,003
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. |
|---|---|---|---|---|
| 2024 | 59 | $54,003 | $415,523 | $201,750 |
| 2023 | 68 | $11,372 | $318,673 | $195,847 |
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 |
|---|---|---|---|---|
| CAPITAL BLUECROSS | Other Service Provider | $28,174 | — | $28,174 |
| THE BENECON GROUP | Investment Advisor | $22,729 | — | $22,729 |
| HARDING-YOST INSURANCE ASSOCIATES | Investment Advisor | $22,598 | — | $22,598 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,501
- Estimated Expense Ratio: 136.105% 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 |
|---|---|---|---|---|---|
| 2024 | $537,002 | — | — | — | — |
| 2023 | $576,822 | — | — | — | — |