# S & A Homes, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/s-a-homes-inc-251375017-502

> S & A Homes, INC.'s Health & Welfare plan: 143 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** S & A Homes, INC.

- **Sponsor EIN:** 251375017

- **Sponsor Address:** 2121 OLD GATESBURG ROAD, STATE COLLEGE, PA, 16803

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 143

- **Total Assets:** $2.9M

## 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|143|$2.9M|$0|$0|

| 2024|132|$2.4M|$1.6M|$555,915|

| 2023|142|$1.8M|$1.5M|$527,482|

| 2022|160|$1.7M|$1.3M|$513,521|

## 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|$48,169|—|$48,169|

| BENEFITMALL|Other Service Provider|$10,284|—|$10,284|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $58,453

- **Estimated Expense Ratio:** 2.048% 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|$2,076,492|—|$54,834|—|—|

| 2024|$662,921|—|$73,051|—|—|

| 2023|$603,958|—|$104,859|—|—|

| 2022|$546,249|$434,654|$479|—|$111,116|

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- [S & A Homes, INC.](https://planprovider.pro/companies/s-a-homes-inc-251375017-501) — 172 participants

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