# Automotive Wolesalers Association Of New England, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/automotive-wholesalers-association-of-new-england-inc-042279821-506

> Automotive Wolesalers Association Of New England, INC.'s Health & Welfare plan: 2,016 participants, plan year 2025 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Automotive Wolesalers Association Of New England, INC.

- **Sponsor EIN:** 042279821

- **Sponsor Address:** 4 MAIN STREET, P.O. BOX 838, PETERBOROUGH, NH, 034580838

- **Plan Type:** Health & Welfare

- **Plan Number:** 506

- **Total Participants:** 2,016

- **Total Assets:** $15.3M

## 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|2,016|$15.3M|$0|$0|

| 2024|1,198|$13.7M|$20.5M|$0|

| 2023|1,346|$15.6M|$23.3M|$0|

| 2022|1,572|$14.1M|$19.3M|$0|

## 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|

| RT CONSULTING|Other Service Provider|$2,353,005|—|$2,353,005|

| HEALTH ANALYTIC PARTNERS|Other Service Provider|$350,000|—|$350,000|

| ANTHEM BLUE CROSS BLUE SHIELD|Other Service Provider|$329,561|—|$329,561|

| EXPRESS SCRIPTS|Other Service Provider|$278,432|—|$278,432|

| ERISA ADVISORY GROUP|ERISA Attorney|$110,000|—|$110,000|

| HOLIFIELD JANICH, PPLC|ERISA Attorney|$109,976|—|$109,976|

| MAINI PARTNERS LLC|Recordkeeper|$74,177|—|$74,177|

| MERRILL LYNCH|Investment Advisor|$48,606|—|$48,606|

| CLIFTONLARSONALLEN, LLP|Other Service Provider|$45,790|—|$45,790|

| TRANSURANCE, INC.|Investment Advisor|$38,700|—|$38,700|

| PITNEY BOWES BANK|Custodian / Trustee|$32,200|—|$32,200|

| SEQUOYA TECHNOLOGIES GROUP, LLC|Other Service Provider|$29,192|—|$29,192|

| LORE, INC|Other Service Provider|$17,057|—|$17,057|

| ALEGEUS TECHNOLOGIES|Other Service Provider|$14,311|—|$14,311|

| HANNAFORD & DUMAS|Other Service Provider|$14,227|—|$14,227|

| MULTIPROCESS COMPUTER CORP.|Other Service Provider|$8,398|—|$8,398|

| MODERN ASSISTANCE PROGRAM|Other Service Provider|$6,862|—|$6,862|

| HUMMEL GROUP|Investment Advisor|$6,510|—|$6,510|

| STALL LEGAL, LLC|ERISA Attorney|$6,475|—|$6,475|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,873,479

- **Estimated Expense Ratio:** 25.278% 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|$19,989,883|$48,606|$2,353,005|$45,790|—|

| 2024|$5,037,274|$50,343|$2,595,838|$57,960|—|

| 2023|$5,002,602|$50,170|$526,146|—|—|

| 2022|$4,192,393|$53,684|$455,411|—|$3,360,600|

## Similar Plans

- [New Hampshire Automobile Dealers Health Insurance Trust](https://planprovider.pro/companies/new-hampshire-automobile-dealers-health-insurance-trust-811493488-501) — 944 participants

- [New Hampshire Bankers Association Insurance Trust](https://planprovider.pro/companies/new-hampshire-bankers-association-insurance-trust-026005138-501) — 442 participants

- [Obi Retiree Voluntary Employee Benefits Association](https://planprovider.pro/companies/obi-retiree-voluntary-employee-benefits-association-203970900-501) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/automotive-wholesalers-association-of-new-england-inc-042279821-506)

© 2026 PlanProvider.Pro