Plan Snapshot
- Plan Sponsor: R.W. Sauder, INC.
- Sponsor EIN: 231669456
- Sponsor Address: 570 FURNACE HILLS PIKE, LITITZ, PA, 17543
- Plan Type: Health & Welfare
- Plan Number: 504
- Total Participants: 205
- Total Assets: $126,592
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 | 205 | $126,592 | $3.1M | $764,250 |
| 2023 | 243 | $139,232 | $2.8M | $820,570 |
| 2022 | 269 | $101,138 | $2.6M | $862,605 |
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 | Investment Advisor | $33,016 | — | $33,016 |
| DELTA DENTAL | Other Service Provider | $19,649 | — | $19,649 |
| CONNECTCARE3 | Other Service Provider | $11,460 | — | $11,460 |
| ENGLE HAMBRIGHT & DAVIES, INC. | Investment Advisor | $6,540 | — | $6,540 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,665
- Estimated Expense Ratio: 55.821% 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 | $17,865 | — | $17,865 | — | — |
| 2023 | $127,892 | — | $127,892 | — | — |
| 2022 | $160,776 | — | $160,776 | — | — |