# Abeloff Auto Group, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/abeloff-auto-group-inc-240855579-501

> Abeloff Auto Group, INC.'s Health & Welfare plan: 72 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Abeloff Auto Group, INC.

- **Sponsor EIN:** 240855579

- **Sponsor Address:** 1167 NORTH 9TH STREET, STROUDSBURG, PA, 18360

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 72

- **Total Assets:** $457,289

## 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|72|$457,289|$0|$0|

| 2024|68|$250,060|$664,993|$246,949|

| 2023|62|$230,178|$541,231|$250,415|

| 2022|76|$28,644|$452,116|$274,498|

## 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|$47,794|—|$47,794|

| BSI CORPORATE BENEFITS, LLC|Investment Advisor|$34,793|—|$34,793|

| HY HOLDINGS INC|Other Service Provider|$7,862|—|$7,862|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $90,449

- **Estimated Expense Ratio:** 19.779% 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|$829,122|—|—|—|—|

| 2024|$949,287|—|—|—|—|

| 2023|$453,032|—|—|—|—|

| 2022|$1,025,216|—|—|—|—|

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