# Arg Management, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/arg-management-inc-232943588-501

> Arg Management, INC.'s Health & Welfare plan: 27 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Arg Management, INC.

- **Sponsor EIN:** 232943588

- **Sponsor Address:** 4339 OLD LINCOLN HIGHWAY, TREVOSE, PA, 19053

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 27

- **Total Assets:** $205,958

## 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|27|$205,958|$0|$0|

| 2024|27|$84,549|$481,820|$195,726|

| 2023|30|$3,357|$386,741|$201,706|

| 2022|35|$257,581|$396,110|$223,916|

## 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|$41,791|—|$41,791|

| CBIZ BENEFITS & INSURANCE SERV|Investment Advisor|$29,925|—|$29,925|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$17,335|—|$17,335|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $89,051

- **Estimated Expense Ratio:** 43.237% 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|$550,085|—|—|—|—|

| 2024|$810,831|—|—|—|—|

| 2023|$850,473|—|—|—|—|

| 2022|$809,230|—|—|—|—|

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