# Bravo Group, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/bravo-group-inc-232988027-501

> Bravo Group, INC.'s Health & Welfare plan: 29 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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