# Board Of Trustees Of Warehouse 730 Prepaid Legal Service Fund Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-warehouse-730-prepaid-legal-service-fund-223408915-501

> Board Of Trustees Of Warehouse 730 Prepaid Legal Service Fund&#39;s Health &amp; Welfare plan: 744 participants, plan year 2025 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Warehouse 730 Prepaid Legal Service Fund

- **Sponsor EIN:** 223408915

- **Sponsor Address:** 911 RIDGEBROOK ROAD, SPARKS, MD, 211529451

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 744

- **Total Assets:** $1.1M

## 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|744|$1.1M|$0|$0|

| 2024|741|$1.1M|$104,858|$0|

| 2023|733|$1.0M|$101,322|$0|

| 2022|692|$948,588|$100,232|$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|

| STEVEN M. SINDLER|Other Service Provider|$69,629|—|$69,629|

| ASSOCIATED ADMINISTRATORS|Other Service Provider|$20,331|—|$20,331|

| NOVAK FRANCELLA, LLC|Other Service Provider|$7,600|—|$7,600|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $97,560

- **Estimated Expense Ratio:** 8.580% 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|$115,367|$5,162|$20,331|$7,600|—|

| 2024|$45,646|$5,264|$19,522|$7,400|—|

| 2023|$66,866|$5,258|$18,741|$20,343|—|

| 2022|$51,729|$4,408|$17,232|—|$21,269|

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