# Advance Services, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/advance-services-inc-470777488-503

> Advance Services, INC.'s Health & Welfare plan: 2,662 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Advance Services, INC.

- **Sponsor EIN:** 470777488

- **Sponsor Address:** 12702 WESTPORT PARKWAY, LAVISTA, NE, 68138

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 2,662

- **Total Assets:** $902,303

## 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|2,662|$902,303|$2.5M|$2.7M|

| 2023|2,164|$494,173|$2.2M|$2.5M|

| 2022|923|$552,329|$1.9M|$2.3M|

## 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 LOOMIS COMPANY|Other Service Provider|$289,366|—|$289,366|

| MERITAIN|Other Service Provider|$188,759|—|$188,759|

| GDP ADVISORS LLC|Investment Advisor|$176,796|—|$176,796|

| MY WORK PLACE|Other Service Provider|$123,358|—|$123,358|

| MGU UNDERWRITING|Other Service Provider|$104,814|—|$104,814|

| FIRST HEALTH GROUP CORPORATION|Other Service Provider|$67,429|—|$67,429|

| TELADOC|Other Service Provider|$53,712|—|$53,712|

| USI INSURANCE SERVICES|Investment Advisor|$43,124|—|$43,124|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,047,358

- **Estimated Expense Ratio:** 116.076% 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|$1,047,646|—|$1,047,646|—|—|

| 2023|$633,126|—|$633,126|—|—|

| 2022|$97,723|—|—|—|$97,723|

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