# W.M. Enterprises, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/w-m-enterprises-inc-251675849-502

> W.M. Enterprises, INC.'s Health & Welfare plan: 22 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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