Plan Snapshot
- Plan Sponsor: Mason Dixon Farms, INC.
- Sponsor EIN: 231431891
- Sponsor Address: 1800 MASON DIXON ROAD, GETTYSBURG, PA, 173257127
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 19
- Total Assets: $158,649
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. |
|---|---|---|---|---|
| 2024 | 19 | $158,649 | $214,356 | $42,675 |
| 2023 | 19 | $117,367 | $392,903 | $0 |
| 2022 | 17 | $120,362 | $227,795 | $52,367 |
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, LLC | Investment Advisor | $14,884 | — | $14,884 |
| PCI (PA CHAMBER INSURANCE) | Investment Advisor | $5,425 | — | $5,425 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,309
- Estimated Expense Ratio: 12.801% 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 |
|---|---|---|---|---|---|
| 2024 | $220,677 | — | — | — | — |
| 2023 | $399,454 | — | — | — | — |
| 2022 | $230,876 | — | — | — | — |