Plan Snapshot
- Plan Sponsor: New Holland Custom Woodwork, Ltd.
- Sponsor EIN: 232595329
- Sponsor Address: 313 PROSPECT STREET, NEW HOLLAND, PA, 17557
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 56
- Total Assets: $183,403
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 | 56 | $183,403 | $0 | $0 |
| 2024 | 62 | $212,784 | $810,162 | $136,120 |
| 2023 | 41 | $72,786 | $700,451 | $97,533 |
| 2022 | 40 | $52,969 | $459,579 | $193,853 |
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 | $68,997 | — | $68,997 |
| BROWN & BROWN (PA) | Investment Advisor | $18,612 | — | $18,612 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,609
- Estimated Expense Ratio: 47.769% 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 | $1,003,441 | — | — | — | — |
| 2024 | $826,090 | — | — | — | — |
| 2023 | $682,606 | — | — | — | — |
| 2022 | $715,420 | — | — | — | — |