# Swartz Supply Co., INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/swartz-supply-co-inc-231581476-501

> Swartz Supply Co., INC.'s Health & Welfare plan: 34 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Swartz Supply Co., INC.

- **Sponsor EIN:** 231581476

- **Sponsor Address:** 5550 ALLENTOWN BLVD., HARRISBURG, PA, 17112

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 34

- **Total Assets:** $15,565

## 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|34|$15,565|$212,365|$98,319|

| 2023|31|$22,286|$186,007|$95,924|

## 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|

| BROWN & BROWN (PA)|Investment Advisor|$13,875|—|$13,875|

| THE BENECON GROUP|Investment Advisor|$9,653|—|$9,653|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $23,528

- **Estimated Expense Ratio:** 151.160% 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|$261,897|—|—|—|—|

| 2023|$473,969|—|—|—|—|

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