Plan Snapshot
- Plan Sponsor: Sam Yoder And Son, LLC
- Sponsor EIN: 274281169
- Sponsor Address: 9387 MEMORY LANE, GREENWOOD, DE, 19950
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 50
- Total Assets: $238,637
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 | 50 | $238,637 | $539,699 | $70,902 |
| 2023 | 62 | $27,029 | $513,823 | $102,141 |
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 |
|---|---|---|---|---|
| L & W INSURANCE, INC. | Investment Advisor | $22,715 | — | $22,715 |
| THE BENECON GROUP | Investment Advisor | $21,792 | — | $21,792 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,507
- Estimated Expense Ratio: 18.651% 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 | $393,806 | — | — | — | — |
| 2023 | $641,831 | — | — | — | — |