# Tri-Starr Services Of Pennsylvania, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/tri-starr-services-of-pennsylvania-inc-232687798-502

> Tri-Starr Services Of Pennsylvania, INC.'s Health & Welfare plan: 52 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Tri-Starr Services Of Pennsylvania, INC.

- **Sponsor EIN:** 232687798

- **Sponsor Address:** 2201 OREGON PIKE, LANCASTER, PA, 17601

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 52

- **Total Assets:** $61,312

## 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|52|$61,312|$0|$0|

| 2024|36|$4,644|$246,157|$127,173|

| 2023|45|$24,303|-$115,357|$145,786|

| 2022|45|$22,829|$220,234|$145,786|

## 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|$42,135|—|$42,135|

| ENGLE-HAMBRIGHT & DAVIES, INC. (EHD|Investment Advisor|$22,414|—|$22,414|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $64,549

- **Estimated Expense Ratio:** 105.280% 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|$689,800|—|—|—|—|

| 2024|$506,831|—|—|—|—|

| 2023|$26,352|—|—|—|—|

| 2022|$366,055|—|—|—|—|

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