# White Oak Mills, INC. 401(k) Plan
Source: https://planprovider.pro/companies/white-oak-mills-inc-231596291-501

> White Oak Mills, INC.'s 401(k) plan: 42 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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