# The Witmer Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-witmer-group-llc-474148551-502

> The Witmer Group LLC's 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Witmer Group LLC

- **Sponsor EIN:** 474148551

- **Sponsor Address:** 1003 CORNERSTONE DRIVE, MOUNT JOY, PA, 17552

- **Plan Type:** 401(k)

- **Plan Number:** 502

- **Total Participants:** 137

- **Total Assets:** $524,698

## 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|137|$524,698|$1.4M|$372,535|

| 2023|123|$373,015|$1.0M|$319,851|

| 2022|127|$427,646|$1.1M|$308,967|

## 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|

| ASSURED PARTNERS (CENTRAL PA)|Investment Advisor|$36,630|—|$36,630|

| HIGHMARK BLUE SHIELD (CENTRAL)|Other Service Provider|$25,782|—|$25,782|

| THE BENECON GROUP, LLC|Investment Advisor|$20,596|—|$20,596|

| MCCONKEY BENEFITS & FINANCIAL SERV|Investment Advisor|$11,256|—|$11,256|

| CONNECTCARE3|Other Service Provider|$6,862|—|$6,862|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $101,126

- **Estimated Expense Ratio:** 19.273% 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|$115,842|—|$103,337|—|—|

| 2023|$110,463|—|$110,463|—|—|

| 2022|$109,640|—|—|—|—|

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