# Aed Enterprises, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/aed-enterprises-llc-311555118-501

> Aed Enterprises, LLC's Health & Welfare plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Aed Enterprises, LLC

- **Sponsor EIN:** 311555118

- **Sponsor Address:** 3061 MADISON ROAD, CINCINNATI, OH, 45209

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 209

- **Total Assets:** $0

## 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.|

| 2025|209|$0|$0|$0|

| 2024|199|$0|$0|$0|

| 2023|199|$0|$0|$0|

| 2022|236|$0|$0|$0|

## 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|

| PARTNERS MANAGING GENERAL UNDERWRIT|Other Service Provider|$288,893|—|$288,893|

| CUSTOM DESIGN BENEFITS, LLC|Other Service Provider|$76,524|—|$76,524|

| CAI INSURANCE|Other Service Provider|$41,625|—|$41,625|

| CURALINC|Other Service Provider|$18,077|—|$18,077|

| MEDICAL MUTUAL OF OHIO|Other Service Provider|$12,499|—|$12,499|

| RX RESULTS|Other Service Provider|$6,552|—|$6,552|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $444,170

### 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|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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