# Reading Bakery Systems, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/reading-bakery-systems-inc-231307640-501

> Reading Bakery Systems, INC.'s Health & Welfare plan: 197 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Reading Bakery Systems, INC.

- **Sponsor EIN:** 231307640

- **Sponsor Address:** 380 OLD WEST PENN AVENUE, ROBESONIA, PA, 19551

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 197

- **Total Assets:** $160,034

## 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|197|$160,034|$2.6M|$490,798|

| 2023|182|$548,922|$2.2M|$459,113|

| 2022|173|$458,021|$1.9M|$445,537|

## 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|

| PATRIOT (POWER-KUNKLE GROUP, INC.)|Investment Advisor|$78,360|—|$78,360|

| THE BENECON GROUP|Investment Advisor|$50,068|—|$50,068|

| HIGHMARK BLUE SHIELD (CENTRAL)|Other Service Provider|$20,021|—|$20,021|

| CONNECTCARE3|Other Service Provider|$12,100|—|$12,100|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $160,549

- **Estimated Expense Ratio:** 100.322% 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|$1,093,913|$62,168|$98,381|—|—|

| 2023|$935,376|$46,015|$96,385|—|—|

| 2022|$829,428|$41,655|$94,786|—|—|

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