# Bodwell Vasek Wells Desimone, LLP Health & Welfare Plan
Source: https://planprovider.pro/companies/bodwell-vasek-wells-desimone-llp-853678722-501

> Bodwell Vasek Wells Desimone, LLP's Health & Welfare plan: 37 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bodwell Vasek Wells Desimone, LLP

- **Sponsor EIN:** 853678722

- **Sponsor Address:** 8117 PRESTON RD, DALLAS, TX, 75225

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 37

- **Total Assets:** $0

## 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|37|$0|$182,130|$82,494|

## 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|

| IMS MARKETING, INC.|Recordkeeper|$26,514|—|$26,514|

| HIGGINBOTHAM|Insurance Carrier|$11,459|—|$11,459|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $37,973

### 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|$48,971|—|$48,971|—|—|

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