Plan Snapshot
- Plan Sponsor: Bravo Group, INC.
- Sponsor EIN: 232988027
- Sponsor Address: 20 NORTH MARKET SQ.,, HARRISBURG, PA, 17101
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 29
- Total Assets: $20,594
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 | 29 | $20,594 | $374,352 | $61,187 |
| 2023 | 29 | $69,634 | $352,678 | $82,513 |
| 2022 | 30 | $69,533 | $355,548 | $103,997 |
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 |
|---|---|---|---|---|
| GUNN MOWERY | Investment Advisor | $9,260 | — | $9,260 |
| THE BENECON GROUP LLC | Investment Advisor | $7,853 | — | $7,853 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,113
- Estimated Expense Ratio: 83.097% 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 | $468,774 | — | — | — | — |
| 2023 | $466,476 | — | — | — | — |
| 2022 | $395,804 | — | — | — | — |