# New Holland Custom Woodwork, Ltd. Health & Welfare Plan
Source: https://planprovider.pro/companies/new-holland-custom-woodwork-ltd-232595329-501

> New Holland Custom Woodwork, Ltd.'s Health & Welfare plan: 56 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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