# Americhoice Federal Credit Union Health & Welfare Plan
Source: https://planprovider.pro/companies/americhoice-federal-credit-union-251215682-501

> Americhoice Federal Credit Union's Health & Welfare plan: 59 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Americhoice Federal Credit Union

- **Sponsor EIN:** 251215682

- **Sponsor Address:** 2175 BUMBLE BEE HOLLOW RD, MECHANICSBURG, PA, 17055

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 59

- **Total Assets:** $157,799

## 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|59|$157,799|$0|$0|

| 2024|58|$77,247|$31,749|$12,775|

| 2023|57|$65,539|$373,628|$155,904|

## 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 BENECON GROUP|Investment Advisor|$48,173|—|$48,173|

| ONEDIGITAL (PHILADELPHIA)|Investment Advisor|$18,305|—|$18,305|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $66,478

- **Estimated Expense Ratio:** 42.128% 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|

| 2025|$649,819|—|—|—|—|

| 2024|$34,130|—|—|—|—|

| 2023|$527,403|—|—|—|—|

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