Plan Snapshot
- Plan Sponsor: White Oak Mills, INC.
- Sponsor EIN: 231596291
- Sponsor Address: 419 W. HIGH STREET, ELIZABETHTOWN, PA, 17022
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 42
- Total Assets: $81,960
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 | 42 | $81,960 | $0 | $0 |
| 2022 | 0 | $0 | $0 | $0 |
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 | $47,842 | — | $47,842 |
| LEHIGH VALLEY BENEFITS GROUP | Investment Advisor | $16,416 | — | $16,416 |
| HOMESTEAD SMART HEALTH PLANS | Other Service Provider | $10,401 | — | $10,401 |
| HIGHMARK BLUE SHIELD (CENTRAL) | Other Service Provider | $10,125 | — | $10,125 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,784
- Estimated Expense Ratio: 103.446% 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 | $789,986 | — | — | — | — |
| 2022 | $298,447 | — | — | — | — |