# Penn Wood Products, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/penn-wood-products-inc-231609684-502

> Penn Wood Products, INC.'s Health & Welfare plan: 77 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Penn Wood Products, INC.

- **Sponsor EIN:** 231609684

- **Sponsor Address:** 102 LOCUST ST, EAST BERLIN, PA, 17316

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 77

- **Total Assets:** $398,796

## 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.|

| 2024|77|$398,796|$867,806|$295,738|

| 2023|91|$171,705|$850,502|$283,645|

| 2022|85|$336,397|$753,476|$267,511|

## 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|

| MCCONKEY BENEFITS & FINANCIAL SERV|Investment Advisor|$28,074|—|$28,074|

| HIGHMARK|Other Service Provider|$9,290|—|$9,290|

| BENEFITMALL|Other Service Provider|$5,809|—|$5,809|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,173

- **Estimated Expense Ratio:** 10.826% 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|

| 2024|$371,498|—|$44,139|—|—|

| 2023|$355,799|—|$62,799|—|—|

| 2022|$335,076|—|$66,578|—|—|

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