# R/W Connection, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/r-w-connection-inc-820538459-501

> R/W Connection, INC.'s Health & Welfare plan: 57 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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