Plan Snapshot
- Plan Sponsor: Brandywood Group INC.
- Sponsor EIN: 474858869
- Sponsor Address: 7450 LANCASTER PIKE, SUITE C, HOCKESSIN, DE, 19707
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 68
- Total Assets: $18,214
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 | 68 | $18,214 | $0 | $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, LLC | Investment Advisor | $42,480 | — | $42,480 |
| IFS BENEFITS, LLC, A DIVISION OF AS | Investment Advisor | $22,085 | — | $22,085 |
| HIGHMARK OF DELAWARE | Other Service Provider | $7,894 | — | $7,894 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,459
- Estimated Expense Ratio: 397.820% 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 | $471,584 | — | — | — | — |