# Brockstedt Mandalas Federico LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/baird-mandalas-brockstedt-federico-llc-263665886-501

> Brockstedt Mandalas Federico LLC's Health & Welfare plan: 82 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Brockstedt Mandalas Federico LLC

- **Sponsor EIN:** 263665886

- **Sponsor Address:** 6 SOUTH STATE STREET, DOVER, DE, 19901

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 82

- **Total Assets:** $295,333

## 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|82|$295,333|$0|$0|

| 2024|77|$353,308|$1.1M|$101,587|

| 2023|67|$5,079|$807,805|$120,956|

| 2022|52|$37,361|$60,024|$19,251|

## 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|$83,516|—|$83,516|

| IFS BENEFITS, LLC|Investment Advisor|$45,780|—|$45,780|

| REVIVEHEALTH, INC.|Other Service Provider|$9,945|—|$9,945|

| HIGHMARK OF DELAWARE|Other Service Provider|$5,394|—|$5,394|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $144,635

- **Estimated Expense Ratio:** 48.974% 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|$1,488,468|—|—|—|—|

| 2024|$872,683|—|—|—|—|

| 2023|$1,067,410|—|—|—|—|

| 2022|$41,914|—|—|—|—|

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