Plan Snapshot
- Plan Sponsor: Martin Stone Quarries, INC.
- Sponsor EIN: 231725744
- Sponsor Address: 1355 NORTH READING AVENUE, BECHTELSVILLE, PA, 19505
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 43
- Total Assets: $743,525
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 | 43 | $743,525 | $0 | $0 |
| 2024 | 43 | $648,696 | $1.1M | $152,514 |
| 2023 | 47 | $464,969 | $999,144 | $168,759 |
| 2022 | 42 | $545,991 | $819,608 | $277,909 |
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 | $83,251 | — | $83,251 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $20,401 | — | $20,401 |
| NFP (PHILADELPHIA, PA) | Investment Advisor | $17,627 | — | $17,627 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,279
- Estimated Expense Ratio: 16.311% 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 | $1,184,461 | — | — | — | — |
| 2024 | $1,090,442 | — | — | — | — |
| 2023 | $1,087,845 | — | — | — | — |
| 2022 | $867,940 | — | — | — | — |