Plan Snapshot
- Plan Sponsor: Steffy Concrete, INC.
- Sponsor EIN: 232985268
- Sponsor Address: PO BOX 337, REAMSTOWN, PA, 17567
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 25
- Total Assets: $26,566
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. |
|---|---|---|---|---|
| 2025 | 25 | $26,566 | $0 | $0 |
| 2024 | 25 | $71,772 | $177,257 | $161,837 |
| 2023 | 28 | $22,872 | $129,283 | $146,496 |
| 2022 | 32 | $43 | $153,357 | $139,752 |
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 | $27,288 | — | $27,288 |
| CAPITAL BLUECROSS | Other Service Provider | $9,197 | — | $9,197 |
| DOUPLE INSURANCE AGENCY, INC. | Investment Advisor | $8,350 | — | $8,350 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,835
- Estimated Expense Ratio: 168.768% 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 |
|---|---|---|---|---|---|
| 2025 | $405,917 | — | — | — | — |
| 2024 | $296,081 | — | — | — | — |
| 2023 | $204,256 | — | — | — | — |
| 2022 | $370,905 | — | — | — | — |