# L. H. Brubaker Appliances, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/l-h-brubaker-appliances-inc-231886853-502

> L. H. Brubaker Appliances, INC.'s Health & Welfare plan: 36 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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