# Asm Research, LLC. Health & Welfare Plan
Source: https://planprovider.pro/companies/asm-research-llc-541385056-501

> Asm Research, LLC.'s Health & Welfare plan: 456 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Asm Research, LLC.

- **Sponsor EIN:** 541385056

- **Sponsor Address:** C/O TRUST MANAGEMENT SERVICES, SAN JOSE, CA, 95113

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 456

- **Total Assets:** $1.5M

## 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|456|$1.5M|$2.8M|$210,426|

| 2023|284|$918,791|$2.6M|$273,008|

| 2022|453|$825,601|$3.0M|$277,361|

## 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|

| FCE BENEFIT ADMINSTRATORS, INC|Other Service Provider|$187,822|$3,653|$191,475|

| CIGNA HEALTH AND LIFE INSURANCE CO|Other Service Provider|$79,010|—|$79,010|

| RIGGS COUNSELMAN MICHAELS & DOWNES|Other Service Provider|$65,329|—|$65,329|

| TRUST MANAGEMENT SERVICES, INC|Other Service Provider|$41,880|—|$41,880|

| GLOBAL CARE|Other Service Provider|$31,560|—|$31,560|

| CLIFTONLARSONALLEN, LLP|Auditor|$25,619|—|$25,619|

| PENFIELD CARE|Other Service Provider|$24,400|—|$24,400|

| EMPLOYEE BENEFIT SERVICES OF MARYLA|Recordkeeper|$17,048|—|$17,048|

| UNITED WORKER WELLNESS|Other Service Provider|$16,851|—|$16,851|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [EMPLOYEE BENEFIT SERVICES OF MARYLA](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $493,172

- **Estimated Expense Ratio:** 33.475% 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|$474,000|—|$377,255|$25,619|—|

| 2023|$446,549|—|$378,982|$23,625|—|

| 2022|$676,889|$46,557|$629,778|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/asm-research-llc-541385056-501)

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