Plan Snapshot
- Plan Sponsor: L. H. Brubaker Appliances, INC.
- Sponsor EIN: 231886853
- Sponsor Address: 340 STRASBURG PIKE, LANCASTER, PA, 17602
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 36
- Total Assets: $4,273
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 | 36 | $4,273 | $212,977 | $96,375 |
| 2023 | 33 | $83 | $156,882 | $89,617 |
| 2022 | 31 | $27,005 | $149,759 | $93,482 |
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 | $13,265 | — | $13,265 |
| CREATIVE BENEFITS, INC. | Investment Advisor | $10,575 | — | $10,575 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,840
- Estimated Expense Ratio: 557.922% 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 | $301,905 | — | — | — | — |
| 2023 | $286,478 | — | — | — | — |
| 2022 | $232,609 | — | — | — | — |