Plan Snapshot
- Plan Sponsor: The Flinchbaugh Company, INC.
- Sponsor EIN: 141922155
- Sponsor Address: 245 BESHORE SCHOOL ROAD, MANCHESTER, PA, 17345
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 19
- Total Assets: $85,032
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 | 19 | $85,032 | $0 | $0 |
| 2024 | 24 | $75,818 | $373,671 | $63,061 |
| 2023 | 25 | $136,449 | $327,506 | $54,734 |
| 2022 | 19 | $39,911 | $263,805 | $68,282 |
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 | Investment Advisor | $34,160 | — | $34,160 |
| E. K. MCCONKEY & CO., INC. | Investment Advisor | $6,642 | — | $6,642 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,802
- Estimated Expense Ratio: 47.984% 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 | $490,047 | — | — | — | — |
| 2024 | $489,964 | — | — | — | — |
| 2023 | $242,894 | — | — | — | — |
| 2022 | $447,144 | — | — | — | — |