# Avon Grove Charter School Health & Welfare Plan
Source: https://planprovider.pro/companies/avon-grove-charter-school-233028004-501

> Avon Grove Charter School's Health & Welfare plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Avon Grove Charter School

- **Sponsor EIN:** 233028004

- **Sponsor Address:** 110 EAST STATE ROAD, WEST GROVE, PA, 19390

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 165

- **Total Assets:** $1.8M

## 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|165|$1.8M|$4.4M|$328,090|

| 2023|173|$1.3M|$4.0M|$316,298|

| 2022|164|$1.3M|$2.6M|$298,467|

## 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|

| WEINER BENEFITS GROUP|Investment Advisor|$70,280|—|$70,280|

| THE BENECON GROUP|Investment Advisor|$43,865|—|$43,865|

| INDEPENDENCE ADMINISTRATORS|Other Service Provider|$37,350|—|$37,350|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $151,495

- **Estimated Expense Ratio:** 8.203% 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|$151,464|—|$151,464|—|—|

| 2023|$163,072|—|$148,436|—|—|

| 2022|$158,375|—|—|—|—|

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