# Peterson Bros., INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/peterson-bros-inc-251577831-507

> Peterson Bros., INC.'s Health & Welfare plan: 66 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Peterson Bros., INC.

- **Sponsor EIN:** 251577831

- **Sponsor Address:** 5340 FRYLING RD, SUITE 100, ERIE, PA, 16510

- **Plan Type:** Health & Welfare

- **Plan Number:** 507

- **Total Participants:** 66

- **Total Assets:** $52,253

## 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|66|$52,253|$1.0M|$522,242|

## 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|

| LILLIS MCKIBBEN BONGIOVANNI & CO (L|Investment Advisor|$21,609|—|$21,609|

| THE BENECON GROUP|Investment Advisor|$16,639|—|$16,639|

| CONNECTCARE3|Other Service Provider|$5,626|—|$5,626|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,874

- **Estimated Expense Ratio:** 83.965% 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|$1,634,438|—|—|—|—|

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