# Apex Homes Of PA., LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/apex-homes-of-pa-llc-471409422-501

> Apex Homes Of PA., LLC's Health & Welfare plan: 83 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Apex Homes Of PA., LLC

- **Sponsor EIN:** 471409422

- **Sponsor Address:** 7172 ROUTE 522 NORTH, MIDDLEBURG, PA, 17842

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 83

- **Total Assets:** $205,366

## 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|83|$205,366|$930,297|$258,283|

| 2023|83|$189,601|$883,642|$255,567|

| 2022|83|$131,181|$794,655|$263,645|

## 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|$20,010|—|$20,010|

| COMMONWEALTH FINANCIAL GROUP|Investment Advisor|$18,981|—|$18,981|

| MPB RISK SERVICES, LLC|Investment Advisor|$8,667|—|$8,667|

| CONNECTCARE 3|Other Service Provider|$5,653|—|$5,653|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,311

- **Estimated Expense Ratio:** 25.959% 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|$1,174,497|—|—|—|—|

| 2023|$1,031,457|—|—|—|—|

| 2022|$930,539|—|—|—|—|

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