# M. Potteiger INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/m-potteiger-inc-231709914-501

> M. Potteiger INC.'s Health & Welfare plan: 17 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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