# Wharton Hardware & Supply Corp. Health & Welfare Plan
Source: https://planprovider.pro/companies/wharton-hardware-supply-corp-205661395-501

> Wharton Hardware & Supply Corp.'s Health & Welfare plan: 43 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Wharton Hardware & Supply Corp.

- **Sponsor EIN:** 205661395

- **Sponsor Address:** 7724 N CRESCENT BLVD., PENNSAUKEN, NJ, 08110

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 43

- **Total Assets:** $334,337

## 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|43|$334,337|$0|$0|

| 2024|48|$142,635|$518,751|$250,556|

| 2023|46|$159,362|$514,249|$228,291|

| 2022|46|$68,915|$415,568|$193,348|

## 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|$43,277|—|$43,277|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$21,556|—|$21,556|

| STERLING BENEFITS, LLC|Investment Advisor|$16,520|—|$16,520|

| VILLANOVA HEALTH AGENCY LLC|Investment Advisor|$5,560|—|$5,560|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $86,913

- **Estimated Expense Ratio:** 25.996% 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|$664,549|—|—|—|—|

| 2024|$800,671|—|—|—|—|

| 2023|$657,516|—|—|—|—|

| 2022|$643,275|—|—|—|—|

## Similar Plans

- [Cornerstone Hardware LLC. Dba Economy Supply](https://planprovider.pro/companies/cornerstone-hardware-llc-dba-economy-supply-401k-plan) — 13 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wharton-hardware-supply-corp-205661395-501)

© 2026 PlanProvider.Pro