# Yellow Breeches Educational Center, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/yellow-breeches-educational-center-inc-251869453-501

> Yellow Breeches Educational Center, INC.'s Health & Welfare plan: 100 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Yellow Breeches Educational Center, INC.

- **Sponsor EIN:** 251869453

- **Sponsor Address:** 7 SPRINGVIEW ROAD, CARLISLE, PA, 17015

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 100

- **Total Assets:** $56,189

## 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|100|$56,189|$0|$0|

| 2024|83|$34,143|$513,369|$161,976|

| 2023|73|$6,934|$398,896|$147,159|

| 2022|67|$35,192|$21,300|$15,439|

## 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, LLC|Investment Advisor|$68,411|—|$68,411|

| ASSURED PARTNERS (CENTRAL PA)|Investment Advisor|$42,876|—|$42,876|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $111,287

- **Estimated Expense Ratio:** 198.058% 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|$1,103,328|—|—|—|—|

| 2024|$865,925|—|—|—|—|

| 2023|$646,971|—|—|—|—|

| 2022|$19,682|—|—|—|—|

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