Plan Snapshot
- Plan Sponsor: L & H Signs, INC.
- Sponsor EIN: 232792502
- Sponsor Address: 425 NORTH 3RD ST, READING, PA, 19601
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 47
- Total Assets: $30
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 | 47 | $30 | $0 | $0 |
| 2024 | 58 | $13,358 | $349,018 | $206,456 |
| 2023 | 56 | $1,994 | $12,581 | $21,392 |
| 2022 | 94 | $5,190 | $151,593 | $311,382 |
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 | $31,600 | — | $31,600 |
| PATRIOT (POWER-KUNKLE GROUP, INC.) | Investment Advisor | $20,159 | — | $20,159 |
| HIGHMARK BLUE SHIELD (CENTRAL) | Other Service Provider | $12,412 | — | $12,412 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,171
- Estimated Expense Ratio: 213903.333% 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 | $276,527 | — | — | — | — |
| 2024 | $802,132 | — | — | — | — |
| 2023 | $52,502 | — | — | — | — |
| 2022 | $533,115 | — | — | — | — |