# Steffy Concrete, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/steffy-concrete-inc-232985268-501

> Steffy Concrete, INC.'s Health & Welfare plan: 25 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Steffy Concrete, INC.

- **Sponsor EIN:** 232985268

- **Sponsor Address:** PO BOX 337, REAMSTOWN, PA, 17567

- **Plan Type:** Health & Welfare

- **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|—|—|—|—|

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