# Aweber Systems, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/aweber-systems-inc-233023367-501

> Aweber Systems, INC.'s Health & Welfare plan: 55 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Aweber Systems, INC.

- **Sponsor EIN:** 233023367

- **Sponsor Address:** 4275 COUNTY LINE RD #20, CHALFONT, PA, 18914

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 55

- **Total Assets:** $101,386

## 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|55|$101,386|$0|$0|

| 2024|63|$67,969|$1.0M|$106,010|

| 2023|62|$3,690|$1.1M|$120,293|

| 2022|70|$97,584|$1.0M|$117,806|

## 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 LLC|Investment Advisor|$49,311|—|$49,311|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$34,957|—|$34,957|

| FAIRMONT BENEFITS, INC.|Investment Advisor|$29,151|—|$29,151|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $113,419

- **Estimated Expense Ratio:** 111.869% 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|$1,247,073|—|—|—|—|

| 2024|$1,087,931|—|—|—|—|

| 2023|$1,238,771|—|—|—|—|

| 2022|$1,458,531|—|—|—|—|

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