# Actionaids, INC. Dba Action Wellness Health & Welfare Plan
Source: https://planprovider.pro/companies/actionaids-inc-dba-action-wellness-232446355-501

> Actionaids, INC. Dba Action Wellness's Health & Welfare plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Actionaids, INC. Dba Action Wellness

- **Sponsor EIN:** 232446355

- **Sponsor Address:** 1216 ARCH ST FL 6, PHILADELPHIA, PA, 191072835

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 89

- **Total Assets:** $181,582

## 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|89|$181,582|$1.1M|$136,877|

| 2023|100|$279,587|$1.1M|$156,358|

| 2022|100|$157,053|$991,091|$155,250|

## 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|

| PATRIOT (EXUDE, INC)|Investment Advisor|$34,691|—|$34,691|

| THE BENECON GROUP, LLC|Investment Advisor|$19,205|—|$19,205|

| INDEPENDENCE ADMINSTRATORS|Other Service Provider|$8,563|—|$8,563|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $62,459

- **Estimated Expense Ratio:** 34.397% 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|$1,112,212|—|—|—|—|

| 2023|$1,315,060|—|—|—|—|

| 2022|$1,127,975|—|—|—|—|

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