# Sam Yoder And Son, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/sam-yoder-and-son-llc-274281169-501

> Sam Yoder And Son, LLC's Health & Welfare plan: 50 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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