# Assist Services LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/assist-services-llc-831015952-501

> Assist Services LLC's Health & Welfare plan: 70 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Assist Services LLC

- **Sponsor EIN:** 831015952

- **Sponsor Address:** 163 W. BURRELL ST. EXT., BLAIRSVILLE, PA, 15717

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 70

- **Total Assets:** $31,118

## 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|70|$31,118|$0|$0|

| 2024|70|$10,974|$522,581|$226,465|

| 2023|62|$3,844|$392,307|$193,986|

## 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|$71,211|—|$71,211|

| IMA FINANCIAL GROUP (PITTSBURGH, PA|Investment Advisor|$24,050|—|$24,050|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $95,261

- **Estimated Expense Ratio:** 306.128% 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|$991,264|—|—|—|—|

| 2024|$767,383|—|—|—|—|

| 2023|$659,508|—|—|—|—|

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