Plan Snapshot
- Plan Sponsor: Landmark Builders, INC.
- Sponsor EIN: 232947812
- Sponsor Address: 1737 WEST MAIN STREET, EPHRATA, PA, 17522
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 92
- Total Assets: $156,664
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 | 92 | $156,664 | $0 | $0 |
| 2024 | 82 | $33,745 | $696,010 | $208,645 |
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 | $80,254 | — | $80,254 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $37,512 | — | $37,512 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $117,766
- Estimated Expense Ratio: 75.171% 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 | $772,633 | — | — | — | — |
| 2024 | $1,236,001 | — | — | — | — |