Plan Snapshot
- Plan Sponsor: Reh Holdings, INC.
- Sponsor EIN: 232265669
- Sponsor Address: 2351 FREEDOM WAY, YORK, PA, 17402
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 125
- Total Assets: $418,501
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 | 125 | $418,501 | $2.2M | $383,168 |
| 2023 | 129 | $127,317 | $1.6M | $419,785 |
| 2022 | 110 | $19,260 | $1.5M | $458,578 |
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 |
|---|---|---|---|---|
| MCCONKEY BENEFITS & FINANCIAL SERV | Investment Advisor | $41,006 | — | $41,006 |
| BENEFITMALL | Other Service Provider | $8,547 | — | $8,547 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,553
- Estimated Expense Ratio: 11.841% 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 | $58,294 | — | $57,394 | — | — |
| 2023 | $573,281 | — | $58,408 | — | — |
| 2022 | $567,728 | — | $71,375 | — | — |