# Abhe & Svoboda, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/abhe-svoboda-inc-411224817-501

> Abhe & Svoboda, INC.'s Health & Welfare plan: 158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Abhe & Svoboda, INC.

- **Sponsor EIN:** 411224817

- **Sponsor Address:** 18100 DAIRY LANE, JORDAN, MN, 55352

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 158

- **Total Assets:** $339,836

## 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|158|$339,836|$1.1M|$591,219|

| 2023|114|$449,213|$1.3M|$567,815|

| 2022|96|$492,381|$1.3M|$553,831|

## 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|

| BLUE CROSS BLUE SHIELD MN|Other Service Provider|$27,289|$103,607|$130,896|

| DELTA DENTAL OF MINNESOTA|Other Service Provider|$6,248|—|$6,248|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $137,144

- **Estimated Expense Ratio:** 40.356% 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|$84,864|—|—|—|—|

| 2023|$89,658|—|$89,358|—|—|

| 2022|$112,920|—|$88,963|—|$23,064|

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