# Keystone Wood Specialties, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/keystone-wood-specialties-inc-232325747-501

> Keystone Wood Specialties, INC.'s Health & Welfare plan: 48 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Keystone Wood Specialties, INC.

- **Sponsor EIN:** 232325747

- **Sponsor Address:** 2225 OLD PHILADELPHIA PIKE, LANCASTER, PA, 17602

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 48

- **Total Assets:** $180,074

## 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|48|$180,074|$0|$0|

| 2024|54|$143,895|$684,734|$196,085|

| 2023|63|$145,161|$670,876|$171,120|

| 2022|102|$63,526|$57,808|$670,496|

## 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|$54,906|—|$54,906|

| ASSURED PARTNERS (CENTRAL PA)|Investment Advisor|$21,120|—|$21,120|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,026

- **Estimated Expense Ratio:** 42.219% 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|$873,862|—|—|—|—|

| 2024|$894,903|—|—|—|—|

| 2023|$682,800|—|—|—|—|

| 2022|$723,501|—|—|—|—|

## Similar Plans

- [Ahf, LLC Dba Ahf Products](https://planprovider.pro/companies/ahf-llc-dba-ahf-products-401k-plan) — 2,088 participants

- [Koppers INC.](https://planprovider.pro/companies/koppers-inc-401k-plan-001) — 1,248 participants

- [Conestoga Wood Specialties Corp.](https://planprovider.pro/companies/conestoga-wood-specialties-corp-401k-plan) — 1,007 participants

- [Ahf, LLC Dba Ahf Products](https://planprovider.pro/companies/ahf-llc-dba-ahf-products-plan-002) — 182 participants

- [Pleasant Valley Homes, INC.](https://planprovider.pro/companies/pleasant-valley-homes-inc-401k-plan) — 179 participants

- [Country Lane Woodworking LLC](https://planprovider.pro/companies/country-lane-woodworking-llc-401k-plan) — 168 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/keystone-wood-specialties-inc-232325747-501)

© 2026 PlanProvider.Pro