# L & M Fabrication And Machine, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/l-m-fabrication-and-machine-inc-231695529-501

> L & M Fabrication And Machine, INC.'s Health & Welfare plan: 37 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** L & M Fabrication And Machine, INC.

- **Sponsor EIN:** 231695529

- **Sponsor Address:** 6814 CHRISPHALT DRIVE, BATH, PA, 18014

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 37

- **Total Assets:** $89,269

## 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|37|$89,269|$0|$0|

| 2024|41|$5,767|$704,620|$44,957|

| 2023|52|$39,763|$466,646|$89,113|

| 2022|53|$66,522|$536,063|$112,664|

## 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|

| BENECON GROUP, LLC|Investment Advisor|$35,021|—|$35,021|

| BSI CORPORATE BENEFITS|Investment Advisor|$24,534|—|$24,534|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,555

- **Estimated Expense Ratio:** 66.714% 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|$539,013|—|—|—|—|

| 2024|$718,058|—|—|—|—|

| 2023|$568,391|—|—|—|—|

| 2022|$811,731|—|—|—|—|

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