# Vision Mechancial, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/vision-mechancial-inc-233041785-501

> Vision Mechancial, INC.'s Health & Welfare plan: 55 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Vision Mechancial, INC.

- **Sponsor EIN:** 233041785

- **Sponsor Address:** 135 JUNIATA STREET, WEST READING, PA, 19611

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 55

- **Total Assets:** $23,484

## 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|55|$23,484|$0|$0|

| 2024|42|$13,634|$313,616|$12,330|

| 2023|31|$9,308|$14,527|$9,971|

| 2022|26|$40,022|$140,196|$109,835|

## 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|$36,869|—|$36,869|

| TOMPKINS INSURANCE|Investment Advisor|$15,972|—|$15,972|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,841

- **Estimated Expense Ratio:** 225.009% 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|$482,268|—|—|—|—|

| 2024|$344,752|—|—|—|—|

| 2023|$56,207|—|—|—|—|

| 2022|$267,880|—|—|—|—|

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