# Lawrence Chevrolet, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/lawrence-chevrolet-inc-232147212-501

> Lawrence Chevrolet, INC.'s Health & Welfare plan: 47 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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