# Spangler And Boyer Mechanical, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/spangler-and-boyer-mechanical-inc-232670632-501

> Spangler And Boyer Mechanical, INC.'s Health & Welfare plan: 29 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Spangler And Boyer Mechanical, INC.

- **Sponsor EIN:** 232670632

- **Sponsor Address:** 5175 COMMERCE DR, YORK, PA, 174089511

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 29

- **Total Assets:** $28,900

## 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|29|$28,900|$471,119|$72,939|

| 2023|32|$10,977|$433,945|$64,572|

| 2022|28|$243,031|$371,089|$90,499|

## 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|

| THE BENECON GROUP, LLC|Investment Advisor|$12,366|—|$12,366|

| E. K. MCCONKEY & CO., INC.|Investment Advisor|$10,557|—|$10,557|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,923

- **Estimated Expense Ratio:** 79.318% 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|$465,945|—|—|—|—|

| 2023|$665,986|—|—|—|—|

| 2022|$395,963|—|—|—|—|

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