# Mckonly & Asbury, LLP Health & Welfare Plan
Source: https://planprovider.pro/companies/mckonly-asbury-llp-231909723-501

> Mckonly & Asbury, LLP's Health & Welfare plan: 123 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Mckonly & Asbury, LLP

- **Sponsor EIN:** 231909723

- **Sponsor Address:** 415 FALLOWFIELD ROAD, 2ND FLOOR, CAMP HILL, PA, 170114908

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 123

- **Total Assets:** $0

## 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|123|$0|$0|$0|

| 2024|90|$179,793|$1.0M|$171,979|

| 2023|90|$45,557|$627,315|$213,169|

| 2022|82|$4,582|$135,967|$46,957|

## 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|

| USI INSURANCE SERVICES LLC|Investment Advisor|$26,450|—|$26,450|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $26,450

### 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|$73,189|—|—|—|—|

| 2024|$1,101,694|—|—|—|—|

| 2023|$658,513|—|—|—|—|

| 2022|$300,217|—|—|—|—|

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