Plan Snapshot
- Plan Sponsor: Minnichs Pharmacy, INC.
- Sponsor EIN: 231462409
- Sponsor Address: 976 S GEORGE ST, YORK, PA, 174033708
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 27
- Total Assets: $89,447
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 | 27 | $89,447 | $0 | $0 |
| 2024 | 22 | $74,705 | $313,902 | $66,630 |
| 2023 | 20 | $43,634 | $238,157 | $61,535 |
| 2022 | 16 | $22,412 | $177,672 | $69,810 |
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 | $32,485 | — | $32,485 |
| E.K. MCCONKEY & CO., INC. | Investment Advisor | $9,207 | — | $9,207 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,692
- Estimated Expense Ratio: 46.611% 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 | $500,518 | — | — | — | — |
| 2024 | $353,103 | — | — | — | — |
| 2023 | $272,291 | — | — | — | — |
| 2022 | $241,107 | — | — | — | — |