Plan Snapshot
- Plan Sponsor: Maugus Manufacturing, INC.
- Sponsor EIN: 042067189
- Sponsor Address: 505 E. FULTON STREET, LANCASTER, PA, 17602
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 145
- Total Assets: $25,579
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 | 145 | $25,579 | $1.0M | $484,146 |
| 2023 | 162 | $351,931 | $1.1M | $491,740 |
| 2022 | 161 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| ENGLE HAMBRIGHT & DAVIES, INC. | Investment Advisor | $37,236 | — | $37,236 |
| HIGHMARK BLUE SHIELD (CENTRAL) | Other Service Provider | $24,500 | — | $24,500 |
| THE BENECON GROUP, LLC | Investment Advisor | $22,122 | — | $22,122 |
| CONNECTCARE3 | Other Service Provider | $7,685 | — | $7,685 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,543
- Estimated Expense Ratio: 357.883% 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 | $91,543 | — | $91,543 | — | — |
| 2023 | $81,670 | — | $81,670 | — | — |
| 2022 | — | — | — | — | — |