Plan Snapshot
- Plan Sponsor: Krb Machinery Company
- Sponsor EIN: 232397053
- Sponsor Address: 1058 COOL CREEK ROAD, WRIGHTSVILLE, PA, 17368
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 70
- Total Assets: $209,698
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 | 70 | $209,698 | $0 | $0 |
| 2024 | 74 | $218,632 | $869,081 | $308,255 |
| 2023 | 69 | $71,266 | $606,437 | $217,005 |
| 2022 | 96 | $64,380 | $110,286 | $51,682 |
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 | Investment Advisor | $64,667 | — | $64,667 |
| E. K. MCCONKEY & CO., INC. | Investment Advisor | $21,775 | — | $21,775 |
| REVIVEHEALTH, INC. | Other Service Provider | $11,349 | — | $11,349 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,791
- Estimated Expense Ratio: 46.634% 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 | $1,154,019 | — | — | — | — |
| 2024 | $1,020,891 | — | — | — | — |
| 2023 | $792,503 | — | — | — | — |
| 2022 | $104,646 | — | — | — | — |