Plan Snapshot
- Plan Sponsor: R/W Connection, INC.
- Sponsor EIN: 820538459
- Sponsor Address: 936 LINKS AVENUE, LANDISVILLE, PA, 17538
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 57
- Total Assets: $370,094
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 | 57 | $370,094 | $0 | $0 |
| 2024 | 55 | $392,691 | $822,319 | $219,276 |
| 2023 | 58 | $342,084 | $863,042 | $235,327 |
| 2022 | 62 | $266,178 | $740,066 | $229,454 |
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 |
|---|---|---|---|---|
| ENGLE HAMBRIGHT & DAVIES, INC. | Investment Advisor | $26,161 | — | $26,161 |
| THE BENECON GROUP, LLC | Investment Advisor | $13,712 | — | $13,712 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,873
- Estimated Expense Ratio: 10.774% 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 | $241,106 | — | — | — | — |
| 2024 | $1,022,049 | — | — | — | — |
| 2023 | $1,028,674 | — | — | — | — |
| 2022 | $887,711 | — | — | — | — |