Plan Snapshot
- Plan Sponsor: Lawrence Chevrolet, INC.
- Sponsor EIN: 232147212
- Sponsor Address: 6445 CARLISLE PIKE, MECHANICSBURG, PA, 17050
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 47
- Total Assets: $741,165
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 | $741,165 | $0 | $0 |
| 2024 | 49 | $512,017 | $657,212 | $252,367 |
| 2023 | 52 | $309,247 | $553,247 | $203,310 |
| 2022 | 48 | $274,567 | $458,508 | $192,670 |
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 | $54,654 | — | $54,654 |
| STRICKLER AGENCY, INC. (CHAMBERSBUR | Investment Advisor | $16,440 | — | $16,440 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,094
- Estimated Expense Ratio: 9.592% 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 | $753,951 | — | — | — | — |
| 2024 | $732,994 | — | — | — | — |
| 2023 | $747,063 | — | — | — | — |
| 2022 | $643,401 | — | — | — | — |