# Truck Mounts INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/truck-mounts-inc-251854094-501

> Truck Mounts INC.'s Health & Welfare plan: 27 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Truck Mounts INC.

- **Sponsor EIN:** 251854094

- **Sponsor Address:** 10 EAST WALTER AVENUE, GREENCASTLE, PA, 17225

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 27

- **Total Assets:** $67,156

## 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|27|$67,156|$346,710|$0|

| 2023|28|$64,443|$280,519|$28,560|

## 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|

| STRICKLER AGENCY, INC.|Investment Advisor|$10,470|—|$10,470|

| THE BENECON GROUP LLC|Investment Advisor|$8,953|—|$8,953|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,423

- **Estimated Expense Ratio:** 28.922% 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|$363,032|—|—|—|—|

| 2023|$265,837|—|—|—|—|

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