Plan Snapshot
- Plan Sponsor: S.H. Tevis & Son INC.
- Sponsor EIN: 521484304
- Sponsor Address: 82 JOHN STREET P.O. BOX 26, WESTMINSTER, MD, 211574835
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 136
- Total Assets: $1.2M
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 | 136 | $1.2M | $1.9M | $632,568 |
| 2023 | 160 | $506,971 | $2.3M | $722,443 |
| 2022 | 164 | $531,521 | $2.3M | $701,976 |
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 |
|---|---|---|---|---|
| E. K. MCCONKEY & CO., INC. | Investment Advisor | $46,545 | — | $46,545 |
| BENEFITMALL | Other Service Provider | $9,730 | — | $9,730 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,275
- Estimated Expense Ratio: 4.880% 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 | $778,461 | — | $9,977 | — | — |
| 2023 | $981,233 | — | $174,986 | — | — |
| 2022 | $917,807 | — | $177,171 | — | — |