Plan Snapshot
- Plan Sponsor: R. F. Berkheimer And Sons, INC.
- Sponsor EIN: 231674485
- Sponsor Address: 1805 LOUCKS ROAD, YORK, PA, 17408
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 73
- Total Assets: $74,920
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 | 73 | $74,920 | $0 | $0 |
| 2024 | 62 | $22,738 | $526,172 | $265,430 |
| 2023 | 57 | $9,326 | $413,997 | $163,371 |
| 2022 | 92 | $88,543 | $325,319 | $189,194 |
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 | $50,749 | — | $50,749 |
| BROWN & BROWN (PA) | Investment Advisor | $32,004 | — | $32,004 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,753
- Estimated Expense Ratio: 110.455% 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 | $905,935 | — | — | — | — |
| 2024 | $763,631 | — | — | — | — |
| 2023 | $653,157 | — | — | — | — |
| 2022 | $456,868 | — | — | — | — |