# Azo, Incorporated Health & Welfare Plan
Source: https://planprovider.pro/companies/azo-incorporated-621025566-502

> Azo, Incorporated's Health & Welfare plan: 41 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Azo, Incorporated

- **Sponsor EIN:** 621025566

- **Sponsor Address:** 4445 MALONE RD, MEMPHIS, TN, 38118

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 41

- **Total Assets:** $116,612

## 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|41|$116,612|$0|$0|

| 2024|40|$36,943|$378,507|$107,119|

| 2023|40|$5,133|$283,819|$98,701|

## 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|$40,702|—|$40,702|

| MCGRIFF INSURANCE SERVICES|Investment Advisor|$12,225|—|$12,225|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$8,465|—|$8,465|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,392

- **Estimated Expense Ratio:** 52.646% 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|$576,520|—|—|—|—|

| 2024|$575,797|—|—|—|—|

| 2023|$406,142|—|—|—|—|

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