Plan Snapshot
- Plan Sponsor: Recon Construction Services, INC.
- Sponsor EIN: 233030894
- Sponsor Address: 3289 SUSQUEHANNA TRAIL NORTH, YORK, PA, 17406
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 22
- Total Assets: $54,099
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 | 22 | $54,099 | $0 | $0 |
| 2024 | 21 | $45,926 | $384,405 | $0 |
| 2023 | 16 | $94,392 | $274,328 | $0 |
| 2022 | 22 | $91,990 | $161,487 | $112,719 |
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, LLC | Investment Advisor | $26,857 | — | $26,857 |
| PCI (PA CHAMBER INSURANCE) | Investment Advisor | $9,360 | — | $9,360 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,217
- Estimated Expense Ratio: 66.946% 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 | $440,478 | — | — | — | — |
| 2024 | $430,794 | — | — | — | — |
| 2023 | $288,305 | — | — | — | — |
| 2022 | $281,284 | — | — | — | — |