# Advance Mfg. Co., INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/advance-mfg-co-inc-042275578-501

> Advance Mfg. Co., INC.'s Health & Welfare plan: 250 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Advance Mfg. Co., INC.

- **Sponsor EIN:** 042275578

- **Sponsor Address:** PO BOX 726, WESTFIELD, MA, 010860726

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 250

- **Total Assets:** $490,025

## 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|250|$490,025|$6.9M|$266,866|

| 2023|245|$368,061|$6.7M|$265,201|

| 2022|238|$260,440|$5.3M|$245,609|

## 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 BENEFIT ADMINISTRATORS OF MA|Recordkeeper|$203,342|—|$203,342|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $203,342

- **Estimated Expense Ratio:** 41.496% 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|$203,342|—|$203,342|—|—|

| 2023|$199,445|—|$199,445|—|—|

| 2022|$183,841|—|$183,841|—|—|

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