Plan Snapshot
- Plan Sponsor: S & H Express, INC.
- Sponsor EIN: 232473758
- Sponsor Address: 728 NORTH BROAD STREET, YORK, PA, 17403
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $1.2M | $1.1M |
| 2023 | 255 | $1.4M | $3.2M | $1.1M |
| 2022 | 272 | $479,997 | $3.3M | $1.1M |
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 | $16,145 | — | $16,145 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,145
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 | $1,395,065 | — | $97,652 | — | — |
| 2023 | $1,404,523 | — | $151,992 | — | — |
| 2022 | $1,320,485 | — | — | — | $180,679 |