# Ned Bard & Son Co. Health & Welfare Plan
Source: https://planprovider.pro/companies/ned-bard-son-co-232120072-501

> Ned Bard & Son Co.'s Health & Welfare plan: 21 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Ned Bard & Son Co.

- **Sponsor EIN:** 232120072

- **Sponsor Address:** PO BOX 6, LEOLA, PA, 17540

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 21

- **Total Assets:** $65,163

## 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|21|$65,163|$0|$0|

| 2024|27|$9,660|$386,478|$19,500|

| 2023|20|$32,353|$239,818|$138,788|

| 2022|25|$121,393|$304,991|$134,992|

## 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|$25,633|—|$25,633|

| CAPITAL BLUECROSS|Other Service Provider|$13,109|—|$13,109|

| HUB INT. (PA)|Investment Advisor|$5,472|—|$5,472|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,214

- **Estimated Expense Ratio:** 67.851% 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|$349,117|—|—|—|—|

| 2024|$459,724|—|—|—|—|

| 2023|$429,284|—|—|—|—|

| 2022|$355,129|—|—|—|—|

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