# Martin Stone Quarries, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/martin-stone-quarries-inc-231725744-501

> Martin Stone Quarries, INC.'s Health & Welfare plan: 43 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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