Plan Snapshot
- Plan Sponsor: M. Potteiger INC.
- Sponsor EIN: 231709914
- Sponsor Address: 3545 N. SUSQUEHANNA TRAIL, YORK, PA, 17406
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 17
- Total Assets: $54,296
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 | 17 | $54,296 | $0 | $0 |
| 2024 | 16 | $59,024 | $331,836 | $29,725 |
| 2023 | 17 | $58,566 | $296,173 | $29,765 |
| 2022 | 17 | $46,498 | $269,439 | $31,020 |
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 | $17,924 | — | $17,924 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $12,012 | — | $12,012 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,936
- Estimated Expense Ratio: 55.135% 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 | $347,777 | — | — | — | — |
| 2024 | $355,752 | — | — | — | — |
| 2023 | $328,644 | — | — | — | — |
| 2022 | $295,467 | — | — | — | — |