# Brandfox, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/brandfox-llc-823516823-501

> Brandfox, LLC's Health & Welfare plan: 33 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brandfox, LLC

- **Sponsor EIN:** 823516823

- **Sponsor Address:** 400 CAPITAL LANE, MIDDLETOWN, PA, 17057

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 33

- **Total Assets:** $26,244

## 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|33|$26,244|$153,574|$61,498|

| 2023|25|$19,340|$19,827|$17,000|

| 2022|24|$6,583|$232,017|$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|

| THE BENECON GROUP|Investment Advisor|$10,254|—|$10,254|

| EPIC INSURANCE BROKERS (CENTRAL PA)|Investment Advisor|$8,310|—|$8,310|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EPIC INSURANCE BROKERS (CENTRAL PA)](https://planprovider.pro/provider/epic-retirement-plan-services) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,564

- **Estimated Expense Ratio:** 70.736% 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|

| 2024|$266,735|—|—|—|—|

| 2023|$21,866|—|—|—|—|

| 2022|$241,695|—|—|—|—|

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