# Property Management Enterprises, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/property-management-enterprises-llc-821552311-502

> Property Management Enterprises, LLC's Health & Welfare plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Property Management Enterprises, LLC

- **Sponsor EIN:** 821552311

- **Sponsor Address:** 1 WATERFORD PROFESSIONAL CENTER, YORK, PA, 174029280

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 105

- **Total Assets:** $401,518

## 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|105|$401,518|$1.1M|$408,709|

| 2023|95|$333,147|$865,528|$412,940|

| 2022|100|$521,133|$1.2M|$387,926|

## 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 BENEFIT & FINANCIAL SERV.|Investment Advisor|$35,256|—|$35,256|

| HIGHMARK|Other Service Provider|$17,730|—|$17,730|

| BENEFITMALL|Other Service Provider|$7,207|—|$7,207|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,193

- **Estimated Expense Ratio:** 14.991% 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|$1,538,927|—|—|—|—|

| 2023|$1,502,484|—|—|—|—|

| 2022|$1,239,368|—|—|—|—|

## Similar Plans

- [Morgan Properties Payroll Svcs](https://planprovider.pro/companies/morgan-properties-payroll-svcs-401k-plan) — 2,916 participants

- [Westover Property Management Company LP](https://planprovider.pro/companies/westover-property-management-com-401k-plan) — 395 participants

- [Campus Apartments LLC](https://planprovider.pro/companies/campus-apartments-llc-401k-plan) — 329 participants

- [Berger Rental Communities](https://planprovider.pro/companies/berger-rental-communities-llc-401k-plan) — 307 participants

- [A.R. Building Company](https://planprovider.pro/companies/a-r-building-company-401k-plan-001) — 277 participants

- [Community Realty Management, INC.](https://planprovider.pro/companies/community-realty-management-inc-plan) — 262 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/property-management-enterprises-llc-821552311-502)

© 2026 PlanProvider.Pro