# Pequea Machine, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/pequea-machine-inc-232154860-501

> Pequea Machine, INC.'s Health & Welfare plan: 52 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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