Plan Snapshot
- Plan Sponsor: Lancaster Archery Supply, INC.
- Sponsor EIN: 232556771
- Sponsor Address: 21 GRAYBILL ROAD, LEOLA, PA, 17540
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 109
- Total Assets: $111,291
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 | 109 | $111,291 | $1.1M | $221,861 |
| 2023 | 105 | $49,816 | $65,183 | $24,306 |
| 2022 | 104 | $27,328 | $868,260 | $212,026 |
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 |
|---|---|---|---|---|
| HARDING-YOST INSURANCE ASSOCIATES, | Investment Advisor | $32,269 | — | $32,269 |
| THE BENECON GROUP | Investment Advisor | $26,094 | — | $26,094 |
| CONNECTCARE3 | Other Service Provider | $7,213 | — | $7,213 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,576
- Estimated Expense Ratio: 58.923% 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 | $57,171 | — | $57,171 | — | — |
| 2023 | $6,515 | — | $6,515 | — | — |
| 2022 | $51,777 | — | — | — | $51,777 |