# Morehouse Instrument Company Health & Welfare Plan
Source: https://planprovider.pro/companies/morehouse-instrument-company-230890670-501

> Morehouse Instrument Company's Health & Welfare plan: 36 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Morehouse Instrument Company

- **Sponsor EIN:** 230890670

- **Sponsor Address:** 1742 SIXTH AVE, YORK, PA, 17403

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 36

- **Total Assets:** $1,326

## 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|36|$1,326|$0|$0|

| 2024|29|$8,363|$230,565|$81,818|

| 2023|32|$110,843|$186,790|$34,614|

| 2022|30|$1,449|$25,024|$5,575|

## 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|$26,846|—|$26,846|

| PCI (PA CHAMBER INSURANCE)|Investment Advisor|$11,220|—|$11,220|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,066

- **Estimated Expense Ratio:** 2870.739% 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|$350,783|—|—|—|—|

| 2024|$386,430|—|—|—|—|

| 2023|$277,052|—|—|—|—|

| 2022|-$35,758|—|—|—|—|

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