# Wilson Brown Motors, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/wilson-brown-motors-inc-232587790-501

> Wilson Brown Motors, INC.'s Health & Welfare plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wilson Brown Motors, INC.

- **Sponsor EIN:** 232587790

- **Sponsor Address:** 1830 CARLISLE PIKE, HANOVER, PA, 17331

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 121

- **Total Assets:** $146,725

## 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.|

| 2024|121|$146,725|$583,043|$390,466|

| 2023|184|$409,516|$971,879|$390,870|

| 2022|188|$294,364|$734,258|$341,049|

## 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|

| WEBB INSURANCE, INC.|Investment Advisor|$30,000|—|$30,000|

| THE BENECON GROUP, LLC|Investment Advisor|$23,372|—|$23,372|

| CONNECTCARE3|Other Service Provider|$8,116|—|$8,116|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,488

- **Estimated Expense Ratio:** 41.907% 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|

| 2024|$34,753|—|—|—|—|

| 2023|$43,365|—|—|—|—|

| 2022|$31,698|—|—|—|$31,698|

## Similar Plans

- [Team Rahal Of Mechanicsburg, INC.](https://planprovider.pro/companies/team-rahal-of-mechanicsburg-inc-401k-plan) — 885 participants

- [Koch Holdings INC.](https://planprovider.pro/companies/koch-holdings-inc-401k-plan) — 771 participants

- [Kelly Management Corp](https://planprovider.pro/companies/kelly-management-corp-401k-plan) — 523 participants

- [Thompson Motor Group, INC.](https://planprovider.pro/companies/thompson-motor-group-inc-401k-plan) — 447 participants

- [Diehl Automotive Group, INC.](https://planprovider.pro/companies/diehl-automotive-group-inc-251769308-503) — 432 participants

- [Diehl Automotive Group, INC.](https://planprovider.pro/companies/diehl-automotive-group-inc-251769308-502) — 425 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wilson-brown-motors-inc-232587790-501)

© 2026 PlanProvider.Pro