Plan Snapshot
- Plan Sponsor: W.M. Enterprises, INC.
- Sponsor EIN: 251675849
- Sponsor Address: 1310 CROOKED HILL RD. STE 800, HARRISBURG, PA, 17110
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 22
- Total Assets: $126,770
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 | 22 | $126,770 | $0 | $0 |
| 2024 | 24 | $70,029 | $291,962 | $67,809 |
| 2023 | 27 | $328 | $260,054 | $62,134 |
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 | $25,026 | — | $25,026 |
| E. K. MCCONKEY & CO., INC. | Investment Advisor | $7,532 | — | $7,532 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,558
- Estimated Expense Ratio: 25.683% 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 | $298,769 | — | — | — | — |
| 2024 | $203,801 | — | — | — | — |
| 2023 | $441,013 | — | — | — | — |