# R.W. Sauder, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/r-w-sauder-inc-231669456-504

> R.W. Sauder, INC.'s Health & Welfare plan: 205 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. 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|—|—|

## Similar Plans

- [Utz Quality Foods, LLC](https://planprovider.pro/companies/utz-quality-foods-llc-401k-plan) — 3,057 participants

- [Herr Foods INC](https://planprovider.pro/companies/herr-foods-inc-401k-plan) — 1,822 participants

- [Riviana Foods INC.](https://planprovider.pro/companies/riviana-foods-inc-401k-plan) — 1,026 participants

- [La Colombe Holdings, INC.](https://planprovider.pro/companies/la-colombe-holdings-inc-401k-plan) — 746 participants

- [Gerrity'S Supermarket, INC.](https://planprovider.pro/companies/gerrity-s-supermarket-inc-401k-plan) — 702 participants

- [R M Palmer Company LLC](https://planprovider.pro/companies/r-m-palmer-company-llc-401k-plan) — 626 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/r-w-sauder-inc-231669456-504)

© 2026 PlanProvider.Pro