Plan Snapshot
- Plan Sponsor: Pequea Machine, INC.
- Sponsor EIN: 232154860
- Sponsor Address: 200 JALYN DRIVE, NEW HOLLAND, PA, 17557
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 52
- Total Assets: $51,213
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 | 52 | $51,213 | $0 | $0 |
| 2024 | 48 | $84,832 | $386,487 | $163,666 |
| 2023 | 34 | $115,129 | $378,117 | $219,725 |
| 2022 | 47 | $39,318 | $403,465 | $284,815 |
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, LLC | Investment Advisor | $34,090 | — | $34,090 |
| CAPITAL BLUECROSS | Other Service Provider | $22,466 | — | $22,466 |
| ENGLE HAMBRIGHT & DAVIES, INC. | Investment Advisor | $12,267 | — | $12,267 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,823
- Estimated Expense Ratio: 134.386% 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 | $513,158 | — | — | — | — |
| 2024 | $588,024 | — | — | — | — |
| 2023 | $514,520 | — | — | — | — |
| 2022 | $703,995 | — | — | — | — |