# Yoe Construction, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/yoe-construction-inc-272493878-501

> Yoe Construction, INC.'s Health & Welfare plan: 52 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Yoe Construction, INC.

- **Sponsor EIN:** 272493878

- **Sponsor Address:** 435 LOCUST STREET, DALLASTOWN, PA, 17313

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 52

- **Total Assets:** $227,687

## 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|52|$227,687|$0|$0|

| 2024|48|$146,910|$424,744|$222,601|

| 2023|44|$258,514|$281,135|$160,170|

| 2022|35|$131,074|$171,236|$120,486|

## 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|$53,775|—|$53,775|

| E. K. MCCONKEY & CO., INC.|Investment Advisor|$20,430|—|$20,430|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $74,205

- **Estimated Expense Ratio:** 32.591% 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|$610,130|—|—|—|—|

| 2024|$771,185|—|—|—|—|

| 2023|$335,952|—|—|—|—|

| 2022|$183,450|—|—|—|—|

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