# Adams And Associates, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/adams-and-associates-inc-880263693-508

> Adams And Associates, INC.'s Health & Welfare plan: 1,022 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Adams And Associates, INC.

- **Sponsor EIN:** 880263693

- **Sponsor Address:** 1528 S. EL CAMINO REAL, SUITE 407, SAN MATEO, CA, 94402

- **Plan Type:** Health & Welfare

- **Plan Number:** 508

- **Total Participants:** 1,022

- **Total Assets:** $1.5M

## 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|1,022|$1.5M|$7.8M|$1.3M|

| 2023|947|$1.2M|$7.7M|$1.4M|

## 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|

| FCE BENEFIT ADMINISTRATORS, INC.|Other Service Provider|$227,342|—|$227,342|

| M3 INSURANCE SOLUTIONS, INC.|Other Service Provider|$114,980|—|$114,980|

| ANTHEM LIFE INSURANCE COMPANY|Other Service Provider|$114,114|—|$114,114|

| FIDUCIARY PLAN MANAGEMENT SERVICES|Other Service Provider|$36,476|—|$36,476|

| INEICH & COMPANY, LLP|Auditor|$30,000|—|$30,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [INEICH & COMPANY, LLP](https://planprovider.pro/provider/ineich-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $522,912

- **Estimated Expense Ratio:** 34.644% 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|$525,237|—|$341,456|$30,000|—|

| 2023|$385,774|—|$291,518|—|—|

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